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
3676
$1.38M ﹤0.01%
33,771
-9,665
3677
$1.37M ﹤0.01%
9,870
+3,332
3678
$1.37M ﹤0.01%
23,456
-67,496
3679
$1.37M ﹤0.01%
227,304
-7,529
3680
$1.37M ﹤0.01%
126,841
+15,032
3681
$1.37M ﹤0.01%
108,207
+9,532
3682
$1.37M ﹤0.01%
24,092
+3,489
3683
$1.36M ﹤0.01%
192,196
+187,146
3684
$1.36M ﹤0.01%
43,777
+42,138
3685
$1.35M ﹤0.01%
450,921
-38,047
3686
$1.34M ﹤0.01%
88,498
-7,370
3687
$1.34M ﹤0.01%
65,732
+13,785
3688
$1.34M ﹤0.01%
106,339
+91,988
3689
$1.34M ﹤0.01%
79,967
+62,302
3690
$1.34M ﹤0.01%
107,249
+35,771
3691
$1.34M ﹤0.01%
58,429
-28,615
3692
$1.34M ﹤0.01%
39,722
+27,978
3693
$1.34M ﹤0.01%
123,206
-353,258
3694
$1.34M ﹤0.01%
202,669
+71,807
3695
$1.33M ﹤0.01%
74,295
-12,714
3696
$1.33M ﹤0.01%
38,614
+34,708
3697
$1.33M ﹤0.01%
127,522
-23,956
3698
$1.33M ﹤0.01%
64,419
+21,312
3699
$1.33M ﹤0.01%
59,156
-71
3700
$1.33M ﹤0.01%
33,608
-21,677
146 147
148
149 150