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
3201
$2.41M ﹤0.01%
40,774
-33,294
3202
$2.4M ﹤0.01%
141,850
+105,062
3203
$2.4M ﹤0.01%
916
-26
3204
$2.4M ﹤0.01%
1,381,010
+711,500
3205
$2.4M ﹤0.01%
110,043
+13,573
3206
$2.38M ﹤0.01%
89,079
-4,181
3207
$2.38M ﹤0.01%
25,546
+4,107
3208
$2.37M ﹤0.01%
54,599
+44,712
3209
$2.37M ﹤0.01%
33,817
-194
3210
$2.37M ﹤0.01%
161,838
+76,893
3211
$2.36M ﹤0.01%
834
+373
3212
$2.36M ﹤0.01%
121,013
-23,225
3213
$2.36M ﹤0.01%
214,760
+144,373
3214
$2.36M ﹤0.01%
81,778
+14,391
3215
$2.36M ﹤0.01%
116,761
+20,852
3216
$2.36M ﹤0.01%
163,855
-26,642
3217
$2.36M ﹤0.01%
56,686
-782
3218
$2.36M ﹤0.01%
126,391
+62,634
3219
$2.36M ﹤0.01%
162,820
+48,065
3220
$2.35M ﹤0.01%
70,984
-15,162
3221
$2.35M ﹤0.01%
519,732
+245,396
3222
$2.35M ﹤0.01%
7,790
+4,165
3223
$2.35M ﹤0.01%
121,856
+9,756
3224
$2.35M ﹤0.01%
85,969
-4,428
3225
$2.35M ﹤0.01%
81,800
-9,167
127 128
129
130 131