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
3951
$960K ﹤0.01%
59,193
+1,149
3952
$959K ﹤0.01%
73,065
-38,904
3953
$959K ﹤0.01%
487,010
-409,122
3954
$959K ﹤0.01%
55,600
+8,947
3955
$955K ﹤0.01%
66,446
+22,488
3956
$953K ﹤0.01%
28,348
+14,974
3957
$952K ﹤0.01%
+66,530
3958
$949K ﹤0.01%
63,672
-154,700
3959
$949K ﹤0.01%
59,133
-309,283
3960
$947K ﹤0.01%
43,442
+21,266
3961
$947K ﹤0.01%
53,630
-16,803
3962
$947K ﹤0.01%
44,438
+2,929
3963
$945K ﹤0.01%
39,855
+12,235
3964
$945K ﹤0.01%
13,972
+8,994
3965
$944K ﹤0.01%
75,831
-25,987
3966
$942K ﹤0.01%
75,186
-21,965
3967
$941K ﹤0.01%
224,151
+221,215
3968
$938K ﹤0.01%
475
+41
3969
$938K ﹤0.01%
28,984
-25,562
3970
$938K ﹤0.01%
30,275
-2,805
3971
$936K ﹤0.01%
84,636
-28,492
3972
$936K ﹤0.01%
117,049
+92,209
3973
$935K ﹤0.01%
45,029
+42,879
3974
$935K ﹤0.01%
26,567
+1,066
3975
$935K ﹤0.01%
36,920
-7,170
157 158
159
160 161