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
3326
$2.07M ﹤0.01%
49,894
-31,671
3327
$2.07M ﹤0.01%
13
-4
3328
$2.07M ﹤0.01%
89,450
+54,491
3329
$2.07M ﹤0.01%
132,602
+178
3330
$2.06M ﹤0.01%
37,976
-10,025
3331
$2.06M ﹤0.01%
46,998
-13,028
3332
$2.06M ﹤0.01%
116,890
+12,545
3333
$2.06M ﹤0.01%
80,530
+63,823
3334
$2.06M ﹤0.01%
57,451
+44,043
3335
$2.06M ﹤0.01%
297,831
-10,203
3336
$2.06M ﹤0.01%
50,615
-15,688
3337
$2.06M ﹤0.01%
47,275
-1,482
3338
$2.06M ﹤0.01%
72,621
+21,314
3339
$2.05M ﹤0.01%
254,567
-31,180
3340
$2.05M ﹤0.01%
79,953
+6,882
3341
$2.05M ﹤0.01%
18,437
+1,193
3342
$2.05M ﹤0.01%
158,031
+127,534
3343
$2.05M ﹤0.01%
296,538
+177,077
3344
$2.05M ﹤0.01%
114,813
+42,406
3345
$2.05M ﹤0.01%
120,273
-109,341
3346
$2.05M ﹤0.01%
37,458
-15,853
3347
$2.05M ﹤0.01%
34,852
+4,096
3348
$2.04M ﹤0.01%
61,906
+29,975
3349
$2.04M ﹤0.01%
29,824
+12,106
3350
$2.04M ﹤0.01%
172,997
-145,290
132 133
134
135 136