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
3151
$2.57M ﹤0.01%
33,153
-27,706
3152
$2.57M ﹤0.01%
9,997
+8,029
3153
$2.57M ﹤0.01%
56,389
-5,239
3154
$2.57M ﹤0.01%
153,855
+83,242
3155
$2.57M ﹤0.01%
117,754
-70,998
3156
$2.56M ﹤0.01%
128,159
-19,174
3157
$2.55M ﹤0.01%
123,286
-61,807
3158
$2.55M ﹤0.01%
128,303
+66,162
3159
$2.55M ﹤0.01%
126,656
-56,977
3160
$2.54M ﹤0.01%
28,235
-12,630
3161
$2.53M ﹤0.01%
40,852
-4,446
3162
$2.53M ﹤0.01%
167,484
+124,351
3163
$2.53M ﹤0.01%
70,631
-156,881
3164
$2.53M ﹤0.01%
172,370
-149,023
3165
$2.53M ﹤0.01%
174,931
+105,643
3166
$2.52M ﹤0.01%
100,420
-37,652
3167
$2.52M ﹤0.01%
24,086
-21,018
3168
$2.51M ﹤0.01%
38,077
-25,929
3169
$2.5M ﹤0.01%
97,183
+38,955
3170
$2.5M ﹤0.01%
69,199
+35,437
3171
$2.49M ﹤0.01%
98,229
+96,051
3172
$2.49M ﹤0.01%
+190,724
3173
$2.48M ﹤0.01%
95,506
+6
3174
$2.47M ﹤0.01%
77,800
-12,906
3175
$2.47M ﹤0.01%
273,962
-56,751
125 126
127
128 129