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
3501
$1.71M ﹤0.01%
42,454
+19,582
3502
$1.69M ﹤0.01%
93,263
-83,170
3503
$1.69M ﹤0.01%
2,155
-483
3504
$1.69M ﹤0.01%
165,900
+13,413
3505
$1.69M ﹤0.01%
53,387
-67,388
3506
$1.69M ﹤0.01%
36,011
-11,152
3507
$1.69M ﹤0.01%
44,469
+1,348
3508
$1.69M ﹤0.01%
10,524
+151
3509
$1.68M ﹤0.01%
170,083
-12,117
3510
$1.67M ﹤0.01%
102,872
+78,581
3511
$1.67M ﹤0.01%
53,291
+27,971
3512
$1.67M ﹤0.01%
20,028
-6,026
3513
$1.67M ﹤0.01%
125,750
-5,226
3514
$1.67M ﹤0.01%
89,322
-10,597
3515
$1.67M ﹤0.01%
100,136
-16,214
3516
$1.67M ﹤0.01%
57,114
+36,354
3517
$1.66M ﹤0.01%
108,832
+68,623
3518
$1.66M ﹤0.01%
118,665
+5,137
3519
$1.66M ﹤0.01%
138,675
+76,381
3520
$1.66M ﹤0.01%
30,940
-6,256
3521
$1.66M ﹤0.01%
4,250
+937
3522
$1.66M ﹤0.01%
104,669
-28,739
3523
$1.66M ﹤0.01%
93,745
-15,468
3524
$1.65M ﹤0.01%
31,143
-11,596
3525
$1.65M ﹤0.01%
33,638
+30,736
139 140
141
142 143