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
3726
$1.28M ﹤0.01%
93,741
-1,156,198
3727
$1.28M ﹤0.01%
60,428
+17,143
3728
$1.28M ﹤0.01%
76,871
-186,235
3729
$1.27M ﹤0.01%
91,361
+123
3730
$1.27M ﹤0.01%
29,069
-68,096
3731
$1.27M ﹤0.01%
114,604
+6,139
3732
$1.27M ﹤0.01%
139,533
+5,109
3733
$1.27M ﹤0.01%
84,460
-252,680
3734
$1.26M ﹤0.01%
30,731
-116,001
3735
$1.26M ﹤0.01%
76,075
+60,460
3736
$1.26M ﹤0.01%
62,873
+16,284
3737
$1.26M ﹤0.01%
26,586
-3,725
3738
$1.26M ﹤0.01%
48,016
-278,925
3739
$1.26M ﹤0.01%
61,196
-11,013
3740
$1.26M ﹤0.01%
348,108
-129,847
3741
$1.25M ﹤0.01%
79,353
-30,739
3742
$1.25M ﹤0.01%
51,118
-10,103
3743
$1.25M ﹤0.01%
35,654
-5,718
3744
$1.25M ﹤0.01%
122,788
-86,855
3745
$1.25M ﹤0.01%
14,658
-1,165
3746
$1.25M ﹤0.01%
27,197
-5,817
3747
$1.25M ﹤0.01%
8,867
+8,754
3748
$1.25M ﹤0.01%
161,962
+32,203
3749
$1.25M ﹤0.01%
36,730
-98,291
3750
$1.25M ﹤0.01%
5,976
+922
148 149
150
151 152