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
3376
$1.96M ﹤0.01%
23,435
-4,069
3377
$1.96M ﹤0.01%
40,967
-70,284
3378
$1.96M ﹤0.01%
17,489
+3,304
3379
$1.95M ﹤0.01%
44,323
-16,940
3380
$1.95M ﹤0.01%
74,034
-83,645
3381
$1.94M ﹤0.01%
92,093
-220,071
3382
$1.94M ﹤0.01%
103,834
-262,953
3383
$1.94M ﹤0.01%
52,289
-41,224
3384
$1.93M ﹤0.01%
133,482
+12,172
3385
$1.93M ﹤0.01%
448,348
-56,403
3386
$1.93M ﹤0.01%
211,032
-177,808
3387
$1.92M ﹤0.01%
47,799
+12,812
3388
$1.92M ﹤0.01%
177,944
+10,180
3389
$1.92M ﹤0.01%
620,348
+587,035
3390
$1.92M ﹤0.01%
273,550
-25,724
3391
$1.92M ﹤0.01%
152,562
+97,978
3392
$1.92M ﹤0.01%
155,618
+62,897
3393
$1.92M ﹤0.01%
66,722
-17,462
3394
$1.91M ﹤0.01%
53,810
+18,562
3395
$1.91M ﹤0.01%
214,488
-7,945
3396
$1.91M ﹤0.01%
200,501
+35,599
3397
$1.91M ﹤0.01%
118,342
+57,066
3398
$1.91M ﹤0.01%
64,099
+34,127
3399
$1.91M ﹤0.01%
96,536
+39,494
3400
$1.91M ﹤0.01%
26,831
+1,202
134 135
136
137 138