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
3251
$2.27M ﹤0.01%
142,637
+88,648
3252
$2.27M ﹤0.01%
43,793
-12,903
3253
$2.26M ﹤0.01%
87,732
+15,810
3254
$2.25M ﹤0.01%
85,104
+10,463
3255
$2.25M ﹤0.01%
1,278,160
-6,099
3256
$2.25M ﹤0.01%
108,542
-1,118
3257
$2.25M ﹤0.01%
236,575
+65,913
3258
$2.24M ﹤0.01%
112,548
+52,676
3259
$2.24M ﹤0.01%
121,154
+8,260
3260
$2.23M ﹤0.01%
255,109
-269,699
3261
$2.23M ﹤0.01%
49,919
-176,260
3262
$2.23M ﹤0.01%
263,688
+86,079
3263
$2.23M ﹤0.01%
187,563
+167,372
3264
$2.23M ﹤0.01%
+122,688
3265
$2.23M ﹤0.01%
102,132
+28,245
3266
$2.23M ﹤0.01%
293,502
-143,111
3267
$2.22M ﹤0.01%
83,967
-132
3268
$2.22M ﹤0.01%
272,004
+26,570
3269
$2.22M ﹤0.01%
126,569
+10,356
3270
$2.22M ﹤0.01%
50,992
+14,498
3271
$2.22M ﹤0.01%
72,896
-2,392
3272
$2.21M ﹤0.01%
42,650
+3,558
3273
$2.21M ﹤0.01%
91,377
+9,903
3274
$2.21M ﹤0.01%
52,354
-94,831
3275
$2.21M ﹤0.01%
165,623
-55,622
129 130
131
132 133