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
3451
$1.8M ﹤0.01%
52,916
-39,526
3452
$1.8M ﹤0.01%
151,380
-31,028
3453
$1.79M ﹤0.01%
17,225
+10,647
3454
$1.79M ﹤0.01%
152,354
+107,140
3455
$1.79M ﹤0.01%
4,737
-8,247
3456
$1.78M ﹤0.01%
46,117
+39,065
3457
$1.78M ﹤0.01%
147,851
-80,252
3458
$1.78M ﹤0.01%
200,499
+151,407
3459
$1.78M ﹤0.01%
137,754
+34,333
3460
$1.77M ﹤0.01%
151,100
+75,270
3461
$1.77M ﹤0.01%
171,612
-22,368
3462
$1.77M ﹤0.01%
29,108
+19,437
3463
$1.77M ﹤0.01%
64,869
-33,570
3464
$1.77M ﹤0.01%
75,510
+29,369
3465
$1.77M ﹤0.01%
317,310
+49,540
3466
$1.77M ﹤0.01%
115,551
-40,946
3467
$1.77M ﹤0.01%
4,149
+2,486
3468
$1.76M ﹤0.01%
95,406
+49,582
3469
$1.76M ﹤0.01%
135,774
+97,361
3470
$1.76M ﹤0.01%
16,997
+180
3471
$1.76M ﹤0.01%
56,856
-195,924
3472
$1.75M ﹤0.01%
6,842
+2,303
3473
$1.75M ﹤0.01%
114,375
+42,585
3474
$1.75M ﹤0.01%
208,603
+48,808
3475
$1.74M ﹤0.01%
37,242
+185
137 138
139
140 141