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
3301
$2.14M ﹤0.01%
47,325
-311,758
3302
$2.14M ﹤0.01%
159,944
+3,466
3303
$2.14M ﹤0.01%
79,383
+31,855
3304
$2.14M ﹤0.01%
135,503
+21,558
3305
$2.14M ﹤0.01%
70,391
+37,656
3306
$2.13M ﹤0.01%
61,006
-10,455
3307
$2.12M ﹤0.01%
51,345
-258,315
3308
$2.12M ﹤0.01%
74,536
+13,234
3309
$2.12M ﹤0.01%
49,433
-11,402
3310
$2.12M ﹤0.01%
271,497
-62,150
3311
$2.11M ﹤0.01%
72,674
+19,861
3312
$2.11M ﹤0.01%
154,854
+76,453
3313
$2.1M ﹤0.01%
68,111
+42,056
3314
$2.1M ﹤0.01%
54,682
+16,834
3315
$2.1M ﹤0.01%
5,811
+4,500
3316
$2.1M ﹤0.01%
153,884
-16,826
3317
$2.09M ﹤0.01%
1,634,352
-1,292,112
3318
$2.09M ﹤0.01%
86,846
+29,782
3319
$2.09M ﹤0.01%
87,693
-91,801
3320
$2.08M ﹤0.01%
38,905
-65,444
3321
$2.08M ﹤0.01%
34,561
+30,489
3322
$2.08M ﹤0.01%
65,498
+30,890
3323
$2.08M ﹤0.01%
88,620
+38,906
3324
$2.08M ﹤0.01%
28,513
+26,830
3325
$2.08M ﹤0.01%
142,573
-6,256
131 132
133
134 135