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
3351
$2.03M ﹤0.01%
21,716
+3,492
3352
$2.03M ﹤0.01%
81,296
+23,756
3353
$2.03M ﹤0.01%
69,181
-36,024
3354
$2.02M ﹤0.01%
187,469
+45,668
3355
$2.02M ﹤0.01%
86,629
+14,781
3356
$2.01M ﹤0.01%
38,271
+7,950
3357
$2.01M ﹤0.01%
609,801
-159,709
3358
$2.01M ﹤0.01%
61,985
-112,254
3359
$2M ﹤0.01%
51,530
+27,348
3360
$2M ﹤0.01%
86,437
+4,602
3361
$2M ﹤0.01%
156,415
-285,330
3362
$1.99M ﹤0.01%
45,866
+20,276
3363
$1.99M ﹤0.01%
180,184
-173,321
3364
$1.99M ﹤0.01%
255,668
+248,349
3365
$1.99M ﹤0.01%
48,264
+129
3366
$1.99M ﹤0.01%
19,782
-1,159
3367
$1.98M ﹤0.01%
37,535
+20,380
3368
$1.98M ﹤0.01%
72,613
+2,305
3369
$1.98M ﹤0.01%
+62,820
3370
$1.98M ﹤0.01%
49,444
-3,599
3371
$1.97M ﹤0.01%
346,445
+201,137
3372
$1.97M ﹤0.01%
68,731
-5,786
3373
$1.97M ﹤0.01%
115,188
-68,511
3374
$1.97M ﹤0.01%
143,895
-75,441
3375
$1.97M ﹤0.01%
33,949
+9,910
133 134
135
136 137