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
3176
$2.46M ﹤0.01%
210,040
-4,112
3177
$2.46M ﹤0.01%
15,755
+6,298
3178
$2.46M ﹤0.01%
267,483
-583,428
3179
$2.46M ﹤0.01%
33,864
-8,341
3180
$2.46M ﹤0.01%
397,580
+14,254
3181
$2.46M ﹤0.01%
156,224
+63,470
3182
$2.46M ﹤0.01%
90,409
+80,904
3183
$2.45M ﹤0.01%
57,406
+13,247
3184
$2.45M ﹤0.01%
189,469
-13,737
3185
$2.45M ﹤0.01%
135,652
+25,679
3186
$2.44M ﹤0.01%
67,030
+7,314
3187
$2.44M ﹤0.01%
68,437
-88,971
3188
$2.44M ﹤0.01%
126,356
+92,685
3189
$2.44M ﹤0.01%
44,072
+14,709
3190
$2.44M ﹤0.01%
192,454
+2,443
3191
$2.43M ﹤0.01%
83,358
+14,778
3192
$2.43M ﹤0.01%
59,574
+46,316
3193
$2.43M ﹤0.01%
974
-62
3194
$2.43M ﹤0.01%
92,423
+294
3195
$2.43M ﹤0.01%
93,634
+33,293
3196
$2.42M ﹤0.01%
118,269
-1,702
3197
$2.42M ﹤0.01%
64,522
+73
3198
$2.42M ﹤0.01%
81,221
+21,468
3199
$2.41M ﹤0.01%
82,332
+36,571
3200
$2.41M ﹤0.01%
72,274
-101,728
126 127
128
129 130