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
3226
$2.35M ﹤0.01%
319,782
+1,183
3227
$2.35M ﹤0.01%
41,120
+23,054
3228
$2.34M ﹤0.01%
145,468
+116,059
3229
$2.34M ﹤0.01%
190,386
+51,456
3230
$2.34M ﹤0.01%
68,391
-45,830
3231
$2.34M ﹤0.01%
208,756
+46,215
3232
$2.33M ﹤0.01%
39,002
-76,260
3233
$2.33M ﹤0.01%
69,007
+30,811
3234
$2.33M ﹤0.01%
105,741
+33,494
3235
$2.33M ﹤0.01%
96,799
-45,276
3236
$2.33M ﹤0.01%
259,000
-857
3237
$2.31M ﹤0.01%
359,881
-137,056
3238
$2.31M ﹤0.01%
198,556
+29,833
3239
$2.31M ﹤0.01%
127,840
-11,723
3240
$2.31M ﹤0.01%
49,476
+2,295
3241
$2.3M ﹤0.01%
181,033
3242
$2.3M ﹤0.01%
48,299
+6,601
3243
$2.3M ﹤0.01%
54,789
-30,050
3244
$2.29M ﹤0.01%
317,887
+157,204
3245
$2.29M ﹤0.01%
+74,377
3246
$2.29M ﹤0.01%
113,826
-17,425
3247
$2.29M ﹤0.01%
31,461
-39,632
3248
$2.28M ﹤0.01%
93,831
+32,897
3249
$2.27M ﹤0.01%
79,547
-750,614
3250
$2.27M ﹤0.01%
28,763
-50,234
128 129
130
131 132