Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239B
AUM Growth
+$3.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,838
New
Increased
Reduced
Closed

Top Buys

1
+$827M
2
+$646M
3
+$471M
4
SWY
SAFEWAY INC
SWY
+$389M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$350M

Top Sells

1
+$1.09B
2
+$726M
3
+$572M
4
KDP icon
Keurig Dr Pepper
KDP
+$474M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$438M

Sector Composition

1 Financials 8.85%
2 Technology 8.54%
3 Healthcare 8.09%
4 Energy 6.96%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
$2.66M ﹤0.01%
46,328
-1,954
3127
$2.65M ﹤0.01%
207,270
-319,281
3128
$2.64M ﹤0.01%
336,673
+253,137
3129
$2.63M ﹤0.01%
54,124
-44,565
3130
$2.63M ﹤0.01%
95,822
-13,705
3131
$2.63M ﹤0.01%
55,874
-34,868
3132
$2.63M ﹤0.01%
578
-2,004
3133
$2.63M ﹤0.01%
145,443
-2,929
3134
$2.62M ﹤0.01%
74,803
-69,432
3135
$2.62M ﹤0.01%
96,896
+76,731
3136
$2.61M ﹤0.01%
67,284
+62,653
3137
$2.6M ﹤0.01%
97,636
-364,024
3138
$2.6M ﹤0.01%
75,028
+64,142
3139
$2.6M ﹤0.01%
38,438
-97,804
3140
$2.6M ﹤0.01%
95,949
-731
3141
$2.6M ﹤0.01%
208,301
+551
3142
$2.6M ﹤0.01%
420,135
+185,885
3143
$2.6M ﹤0.01%
15,818
+299
3144
$2.59M ﹤0.01%
17,291
+434
3145
$2.59M ﹤0.01%
116,356
-282,775
3146
$2.58M ﹤0.01%
40,039
-30,628
3147
$2.58M ﹤0.01%
280,573
+257,797
3148
$2.58M ﹤0.01%
15,436
+5,346
3149
$2.58M ﹤0.01%
202,749
-15,933
3150
$2.58M ﹤0.01%
92,686
+3,970
124 125
126
127 128