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
3776
$1.2M ﹤0.01%
50,006
+11,715
3777
$1.2M ﹤0.01%
36,148
-71,954
3778
$1.2M ﹤0.01%
62,894
-9,431
3779
$1.19M ﹤0.01%
88,394
-385,461
3780
$1.19M ﹤0.01%
30,413
-2,023
3781
$1.19M ﹤0.01%
25,987
-17,682
3782
$1.19M ﹤0.01%
63,284
-55,198
3783
$1.18M ﹤0.01%
26,934
+16,520
3784
$1.18M ﹤0.01%
158,379
-94,494
3785
$1.18M ﹤0.01%
172,086
-31,962
3786
$1.18M ﹤0.01%
73,687
-7,664
3787
$1.18M ﹤0.01%
326,874
+5,437
3788
$1.18M ﹤0.01%
420,494
+96,885
3789
$1.18M ﹤0.01%
275,471
-40,399
3790
$1.17M ﹤0.01%
57,558
+43,145
3791
$1.17M ﹤0.01%
25,555
-67,310
3792
$1.17M ﹤0.01%
44,766
+28,477
3793
$1.17M ﹤0.01%
159,146
-20,951
3794
$1.17M ﹤0.01%
17,948
-2,357
3795
$1.17M ﹤0.01%
194,896
-73,457
3796
$1.16M ﹤0.01%
60,459
-20,712
3797
$1.16M ﹤0.01%
90,575
-179
3798
$1.16M ﹤0.01%
62,575
+45,815
3799
$1.16M ﹤0.01%
85,058
-253
3800
$1.16M ﹤0.01%
26,409
-136,593
150 151
152
153 154