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
3701
$1.32M ﹤0.01%
37,466
-18,432
3702
$1.32M ﹤0.01%
46,150
+7,988
3703
$1.32M ﹤0.01%
22,042
+3,262
3704
$1.32M ﹤0.01%
51,647
+10,444
3705
$1.32M ﹤0.01%
100,373
-45,093
3706
$1.32M ﹤0.01%
98,366
-984,129
3707
$1.31M ﹤0.01%
145,312
+30,228
3708
$1.31M ﹤0.01%
29,872
-15,494
3709
$1.31M ﹤0.01%
87,252
+28,895
3710
$1.31M ﹤0.01%
66,642
-3,752
3711
$1.31M ﹤0.01%
22,970
+21,839
3712
$1.31M ﹤0.01%
78,412
+15,390
3713
$1.31M ﹤0.01%
23,589
-1,563
3714
$1.3M ﹤0.01%
+14,722
3715
$1.3M ﹤0.01%
39,671
+7,599
3716
$1.3M ﹤0.01%
56,808
-138,076
3717
$1.29M ﹤0.01%
98,151
-44,064
3718
$1.29M ﹤0.01%
58,168
+13,859
3719
$1.29M ﹤0.01%
63,071
+3,243
3720
$1.29M ﹤0.01%
52,121
-2,730
3721
$1.29M ﹤0.01%
46,217
+23,682
3722
$1.29M ﹤0.01%
24,593
-72,800
3723
$1.29M ﹤0.01%
119,483
+56,693
3724
$1.29M ﹤0.01%
45,651
+9,414
3725
$1.29M ﹤0.01%
21,982
+2,075
147 148
149
150 151