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
3576
$1.55M ﹤0.01%
32,597
-31,328
3577
$1.55M ﹤0.01%
33,441
+366
3578
$1.55M ﹤0.01%
154,868
+129,439
3579
$1.55M ﹤0.01%
101,913
+12,295
3580
$1.55M ﹤0.01%
+137,142
3581
$1.54M ﹤0.01%
74,001
+50,605
3582
$1.54M ﹤0.01%
81,825
+3,826
3583
$1.54M ﹤0.01%
212,660
+179,711
3584
$1.54M ﹤0.01%
56,067
-58,642
3585
$1.53M ﹤0.01%
111,551
+22,251
3586
$1.53M ﹤0.01%
36,931
-22,889
3587
$1.53M ﹤0.01%
53,612
-1,800
3588
$1.53M ﹤0.01%
37,334
-13,035
3589
$1.53M ﹤0.01%
39,012
+5,653
3590
$1.53M ﹤0.01%
+32,000
3591
$1.53M ﹤0.01%
76,381
-2,294
3592
$1.53M ﹤0.01%
187,821
-3,602
3593
$1.53M ﹤0.01%
72,350
+33,479
3594
$1.52M ﹤0.01%
87,553
-7,089
3595
$1.52M ﹤0.01%
89,691
-90,378
3596
$1.52M ﹤0.01%
705
+24
3597
$1.52M ﹤0.01%
3,692
-233
3598
$1.52M ﹤0.01%
+70,400
3599
$1.52M ﹤0.01%
37,329
-2,186
3600
$1.51M ﹤0.01%
25,000
142 143
144
145 146