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
3876
$1.07M ﹤0.01%
30,686
-247
3877
$1.07M ﹤0.01%
54,952
+2,158
3878
$1.06M ﹤0.01%
140,915
-126,578
3879
$1.06M ﹤0.01%
161,619
-126,193
3880
$1.06M ﹤0.01%
15,764
+13,542
3881
$1.06M ﹤0.01%
4,330
-2,673
3882
$1.06M ﹤0.01%
+67,853
3883
$1.06M ﹤0.01%
223,179
-621,490
3884
$1.06M ﹤0.01%
545,101
-228,015
3885
$1.05M ﹤0.01%
73,269
+9,755
3886
$1.05M ﹤0.01%
20,924
-2,350
3887
$1.05M ﹤0.01%
55,315
+45,813
3888
$1.05M ﹤0.01%
80,637
-14,462
3889
$1.05M ﹤0.01%
47,126
-132,848
3890
$1.04M ﹤0.01%
106,905
-6,156
3891
$1.04M ﹤0.01%
82,761
+3,166
3892
$1.04M ﹤0.01%
13,550
+8,685
3893
$1.04M ﹤0.01%
31,361
-65,738
3894
$1.04M ﹤0.01%
40,080
-102,680
3895
$1.04M ﹤0.01%
79,377
-16,922
3896
$1.04M ﹤0.01%
20,260
-3,850
3897
$1.04M ﹤0.01%
176,266
+43,020
3898
$1.03M ﹤0.01%
71,298
+1,180
3899
$1.03M ﹤0.01%
101,576
+3,508
3900
$1.03M ﹤0.01%
108,412
-1,496
154 155
156
157 158