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
3801
$1.16M ﹤0.01%
90,315
-117,807
3802
$1.16M ﹤0.01%
42,760
+1,515
3803
$1.16M ﹤0.01%
30,071
+27,226
3804
$1.16M ﹤0.01%
46,833
+16,556
3805
$1.15M ﹤0.01%
15,915
+9,568
3806
$1.15M ﹤0.01%
37,604
-24,286
3807
$1.15M ﹤0.01%
104,233
+95,167
3808
$1.15M ﹤0.01%
56,432
-8,547
3809
$1.15M ﹤0.01%
42,258
+3,055
3810
$1.15M ﹤0.01%
11,374
-445
3811
$1.15M ﹤0.01%
19,514
+2,331
3812
$1.15M ﹤0.01%
69,564
-54,235
3813
$1.14M ﹤0.01%
63,422
-18,836
3814
$1.14M ﹤0.01%
124,987
+42,646
3815
$1.14M ﹤0.01%
74,827
+14,909
3816
$1.14M ﹤0.01%
105,519
+6,170
3817
$1.14M ﹤0.01%
234,295
-2,450
3818
$1.13M ﹤0.01%
26,931
-872
3819
$1.13M ﹤0.01%
38,000
-93,690
3820
$1.13M ﹤0.01%
93,849
-17,816
3821
$1.13M ﹤0.01%
17,893
+12,243
3822
$1.13M ﹤0.01%
73,026
-100,723
3823
$1.13M ﹤0.01%
27,423
-4
3824
$1.12M ﹤0.01%
186,218
-22,639
3825
$1.12M ﹤0.01%
33,741
+14,726
151 152
153
154 155