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
351
$145M 0.06%
2,628,077
+1,500,047
352
$145M 0.06%
3,942,134
-269,953
353
$144M 0.06%
3,727,076
+1,566,719
354
$144M 0.06%
3,895,789
-291,255
355
$144M 0.06%
1,882,743
+182,559
356
$144M 0.06%
3,587,875
+1,544,288
357
$143M 0.06%
2,967,223
+480,583
358
$143M 0.06%
2,141,339
+259,310
359
$142M 0.06%
6,829,900
+1,292,526
360
$141M 0.06%
2,400,425
-598,127
361
$140M 0.06%
2,869,361
+196,449
362
$140M 0.06%
4,321,848
+3,990,686
363
$139M 0.06%
5,909,518
-3,702,283
364
$139M 0.06%
2,865,199
-23,633
365
$138M 0.06%
3,124,364
+511,436
366
$138M 0.06%
1,975,971
-156,115
367
$138M 0.06%
1,665,595
+55,102
368
$138M 0.06%
3,023,643
+121,227
369
$138M 0.06%
4,414,844
+3,378,222
370
$137M 0.06%
3,838,795
+1,751,744
371
$137M 0.06%
834,780
-246,781
372
$136M 0.06%
7,117,483
-1,287,608
373
$135M 0.06%
2,269,286
-495,160
374
$135M 0.06%
1,594,358
-89,305
375
$135M 0.06%
11,775,378
+10,103,454
13 14
15
16 17