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
3826
$1.12M ﹤0.01%
138,903
+22,172
3827
$1.12M ﹤0.01%
210,152
+30,491
3828
$1.12M ﹤0.01%
58,685
+17,141
3829
$1.12M ﹤0.01%
48,240
-3,122
3830
$1.11M ﹤0.01%
32,072
-4,852
3831
$1.11M ﹤0.01%
15,987
+314
3832
$1.11M ﹤0.01%
66,744
-1,100
3833
$1.11M ﹤0.01%
79,514
-77,467
3834
$1.11M ﹤0.01%
27,483
-4,705
3835
$1.11M ﹤0.01%
443,263
-42,154
3836
$1.11M ﹤0.01%
281
+280
3837
$1.11M ﹤0.01%
82,548
+23,344
3838
$1.1M ﹤0.01%
36,963
-110,403
3839
$1.1M ﹤0.01%
43,261
+26,147
3840
$1.1M ﹤0.01%
311,189
+102,286
3841
$1.1M ﹤0.01%
61,828
-4,761
3842
$1.1M ﹤0.01%
79,227
-8,697
3843
$1.1M ﹤0.01%
145,490
-62,500
3844
$1.1M ﹤0.01%
109,102
-2,285
3845
$1.1M ﹤0.01%
33,977
-29,761
3846
$1.1M ﹤0.01%
38,880
+2,490
3847
$1.09M ﹤0.01%
20,112
+2,969
3848
$1.09M ﹤0.01%
85,333
-6,440
3849
$1.09M ﹤0.01%
189,864
+10,600
3850
$1.09M ﹤0.01%
49,607
+30,107
152 153
154
155 156