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
3276
$2.21M ﹤0.01%
33,965
-126,515
3277
$2.2M ﹤0.01%
126,127
-22,439
3278
$2.2M ﹤0.01%
57,996
+1,626
3279
$2.2M ﹤0.01%
54,950
+30,846
3280
$2.2M ﹤0.01%
+133,106
3281
$2.2M ﹤0.01%
24,264
+5,771
3282
$2.2M ﹤0.01%
177,334
-31,948
3283
$2.19M ﹤0.01%
19,210
+13,498
3284
$2.19M ﹤0.01%
239,891
+161,317
3285
$2.19M ﹤0.01%
111,086
-59,566
3286
$2.19M ﹤0.01%
35,815
+1,427
3287
$2.18M ﹤0.01%
70,048
+60,110
3288
$2.17M ﹤0.01%
68,335
-6,814
3289
$2.17M ﹤0.01%
128,116
-62,239
3290
$2.17M ﹤0.01%
54,870
+24,525
3291
$2.17M ﹤0.01%
329,472
-2,386,064
3292
$2.17M ﹤0.01%
32,778
-28,729
3293
$2.16M ﹤0.01%
46,755
+7,534
3294
$2.16M ﹤0.01%
65,271
-400,380
3295
$2.16M ﹤0.01%
50,148
-99,852
3296
$2.15M ﹤0.01%
176,276
+48,466
3297
$2.15M ﹤0.01%
87,165
+71,365
3298
$2.15M ﹤0.01%
66,278
-25,818
3299
$2.15M ﹤0.01%
106,308
+16,246
3300
$2.15M ﹤0.01%
32,689
-36,119
130 131
132
133 134