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
3401
$1.91M ﹤0.01%
82,103
-104,180
3402
$1.9M ﹤0.01%
3,495
+1,580
3403
$1.9M ﹤0.01%
86,415
-294,080
3404
$1.9M ﹤0.01%
107,403
+29,584
3405
$1.9M ﹤0.01%
102,675
+15,800
3406
$1.9M ﹤0.01%
241,867
+49,039
3407
$1.9M ﹤0.01%
39,733
+33,703
3408
$1.89M ﹤0.01%
86,023
+20,826
3409
$1.89M ﹤0.01%
56,624
+8,138
3410
$1.89M ﹤0.01%
353,450
+63,622
3411
$1.89M ﹤0.01%
119,894
+2,022
3412
$1.89M ﹤0.01%
49,356
-18,141
3413
$1.89M ﹤0.01%
43,864
+3,188
3414
$1.88M ﹤0.01%
339,325
-62,470
3415
$1.88M ﹤0.01%
42,908
-1,532
3416
$1.88M ﹤0.01%
13,950
-274
3417
$1.88M ﹤0.01%
+128,604
3418
$1.88M ﹤0.01%
409,666
+279,673
3419
$1.88M ﹤0.01%
36,939
+36,461
3420
$1.88M ﹤0.01%
91,522
+34,978
3421
$1.87M ﹤0.01%
336,533
-271,502
3422
$1.87M ﹤0.01%
36,882
+36,421
3423
$1.87M ﹤0.01%
87,539
+6,447
3424
$1.86M ﹤0.01%
29,733
-42,238
3425
$1.86M ﹤0.01%
139,085
-30,708
135 136
137
138 139