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
3551
$1.61M ﹤0.01%
38,499
-14,309
3552
$1.6M ﹤0.01%
68,360
+42,376
3553
$1.6M ﹤0.01%
79,421
+5,371
3554
$1.6M ﹤0.01%
164,088
+4,113
3555
$1.6M ﹤0.01%
+3
3556
$1.6M ﹤0.01%
192,078
-27,395
3557
$1.6M ﹤0.01%
104,712
-193,990
3558
$1.59M ﹤0.01%
86,683
+6,993
3559
$1.59M ﹤0.01%
42,025
-41,800
3560
$1.59M ﹤0.01%
47,366
+34,750
3561
$1.58M ﹤0.01%
104,907
+5,840
3562
$1.58M ﹤0.01%
83,938
+16
3563
$1.58M ﹤0.01%
245,264
+110,063
3564
$1.57M ﹤0.01%
28,879
-18,528
3565
$1.57M ﹤0.01%
54,204
-46,206
3566
$1.57M ﹤0.01%
146,087
-4,983
3567
$1.57M ﹤0.01%
117,036
-14,339
3568
$1.57M ﹤0.01%
84,098
+9,730
3569
$1.56M ﹤0.01%
317,619
+228,724
3570
$1.56M ﹤0.01%
208,147
+38,617
3571
$1.56M ﹤0.01%
48,526
-104,562
3572
$1.56M ﹤0.01%
77,580
-21,152
3573
$1.55M ﹤0.01%
48,550
+1,761
3574
$1.55M ﹤0.01%
17,954
+681
3575
$1.55M ﹤0.01%
214,252
+29,927
141 142
143
144 145