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
4001
$910K ﹤0.01%
122,325
-47,322
4002
$908K ﹤0.01%
34,791
+5,534
4003
$907K ﹤0.01%
100,005
-4,123
4004
$906K ﹤0.01%
111,860
+35,248
4005
$905K ﹤0.01%
73,688
-97,911
4006
$904K ﹤0.01%
21,661
-13,400
4007
$903K ﹤0.01%
31,341
+10,132
4008
$903K ﹤0.01%
20,263
-166,348
4009
$903K ﹤0.01%
303,021
-215,780
4010
$901K ﹤0.01%
10,358
+1
4011
$901K ﹤0.01%
11,371
+8,519
4012
$900K ﹤0.01%
37,820
-52,042
4013
$899K ﹤0.01%
81,813
-15,455
4014
$899K ﹤0.01%
65,378
-13,271
4015
$899K ﹤0.01%
77,698
-66,769
4016
$899K ﹤0.01%
175,263
+12,142
4017
$897K ﹤0.01%
94,386
-45,006
4018
$897K ﹤0.01%
35,133
+13,934
4019
$895K ﹤0.01%
179,033
-21,207
4020
$895K ﹤0.01%
78,499
+28,606
4021
$894K ﹤0.01%
82,301
-52,818
4022
$894K ﹤0.01%
30,374
-2,503
4023
$893K ﹤0.01%
47,740
-21,412
4024
$893K ﹤0.01%
67,253
+476
4025
$890K ﹤0.01%
72,774
-5,407
159 160
161
162 163