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
3901
$1.03M ﹤0.01%
36,378
+1,038
3902
$1.03M ﹤0.01%
76,730
-85,366
3903
$1.03M ﹤0.01%
56,344
-1,652,597
3904
$1.03M ﹤0.01%
26,840
+5,926
3905
$1.03M ﹤0.01%
91,646
+48,368
3906
$1.03M ﹤0.01%
3,642
+3,635
3907
$1.03M ﹤0.01%
167,380
+5,200
3908
$1.02M ﹤0.01%
68,119
+49,671
3909
$1.02M ﹤0.01%
56,474
-4,092
3910
$1.02M ﹤0.01%
76,152
-149
3911
$1.02M ﹤0.01%
24,612
-3,029
3912
$1.02M ﹤0.01%
70,310
+5,818
3913
$1.01M ﹤0.01%
113,024
-517,406
3914
$1.01M ﹤0.01%
19,388
-16,071
3915
$1.01M ﹤0.01%
31,163
-23,706
3916
$1.01M ﹤0.01%
33,561
-97,890
3917
$1.01M ﹤0.01%
53,624
-8,043
3918
$1.01M ﹤0.01%
99,293
+10,278
3919
$1.01M ﹤0.01%
52,184
-12,346
3920
$1.01M ﹤0.01%
+191,753
3921
$1.01M ﹤0.01%
47,584
-127,259
3922
$1M ﹤0.01%
85,873
-4,833
3923
$1M ﹤0.01%
19,872
-131,920
3924
$1M ﹤0.01%
483,545
+480,386
3925
$1M ﹤0.01%
244,517
-118,621
155 156
157
158 159