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
3526
$1.65M ﹤0.01%
30,510
-3,199
3527
$1.65M ﹤0.01%
118,584
+98,722
3528
$1.65M ﹤0.01%
70,249
-25,474
3529
$1.65M ﹤0.01%
102,814
-149,428
3530
$1.64M ﹤0.01%
78,624
-18,119
3531
$1.64M ﹤0.01%
70,358
-15,649
3532
$1.64M ﹤0.01%
106,140
+28,080
3533
$1.64M ﹤0.01%
65,599
+47,937
3534
$1.64M ﹤0.01%
225,568
-378
3535
$1.64M ﹤0.01%
90,208
+14,668
3536
$1.63M ﹤0.01%
80,842
-112,042
3537
$1.63M ﹤0.01%
88,119
+87,619
3538
$1.63M ﹤0.01%
20,893
+6,421
3539
$1.63M ﹤0.01%
154,590
-43,854
3540
$1.63M ﹤0.01%
51,089
-15,506
3541
$1.63M ﹤0.01%
61,404
+1,448
3542
$1.63M ﹤0.01%
533,072
+340,475
3543
$1.63M ﹤0.01%
120,485
-86,881
3544
$1.62M ﹤0.01%
+116,761
3545
$1.62M ﹤0.01%
37,388
-3,004
3546
$1.62M ﹤0.01%
71,894
+17,316
3547
$1.62M ﹤0.01%
86,495
+57,873
3548
$1.62M ﹤0.01%
115,284
+11,590
3549
$1.61M ﹤0.01%
124,964
-102,098
3550
$1.61M ﹤0.01%
598,439
-1,606,551
140 141
142
143 144