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
3851
$1.09M ﹤0.01%
43,695
+5,622
3852
$1.09M ﹤0.01%
100,317
-74,183
3853
$1.09M ﹤0.01%
27,341
+4,656
3854
$1.09M ﹤0.01%
59,320
+11,614
3855
$1.09M ﹤0.01%
62,480
-625,339
3856
$1.09M ﹤0.01%
75,312
-76,383
3857
$1.09M ﹤0.01%
74,936
-4,405
3858
$1.09M ﹤0.01%
44,615
-95,684
3859
$1.09M ﹤0.01%
85,973
-955
3860
$1.09M ﹤0.01%
112,108
+64,094
3861
$1.08M ﹤0.01%
34,061
-139,890
3862
$1.08M ﹤0.01%
7,065
-285
3863
$1.08M ﹤0.01%
29,951
-524
3864
$1.08M ﹤0.01%
164,055
+82,295
3865
$1.08M ﹤0.01%
17,405
-44,889
3866
$1.08M ﹤0.01%
78,722
+46,141
3867
$1.07M ﹤0.01%
94,714
+15,496
3868
$1.07M ﹤0.01%
14,872
+14,752
3869
$1.07M ﹤0.01%
90,016
-5,244
3870
$1.07M ﹤0.01%
26,889
+3,705
3871
$1.07M ﹤0.01%
117,490
-132,208
3872
$1.07M ﹤0.01%
43,916
-8,724
3873
$1.07M ﹤0.01%
32,406
-74,302
3874
$1.07M ﹤0.01%
24,405
+6,426
3875
$1.07M ﹤0.01%
124,073
+11,870
153 154
155
156 157