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
4076
$838K ﹤0.01%
76,206
-703,063
4077
$837K ﹤0.01%
37,689
-223,731
4078
$836K ﹤0.01%
19,156
-17,587
4079
$836K ﹤0.01%
35,343
+571
4080
$836K ﹤0.01%
67,621
-15,623
4081
$835K ﹤0.01%
145,362
+108,502
4082
$833K ﹤0.01%
127,608
+27,319
4083
$832K ﹤0.01%
28,812
+8,033
4084
$831K ﹤0.01%
23,713
-35,431
4085
$831K ﹤0.01%
64,977
+21,978
4086
$830K ﹤0.01%
32,960
-168,245
4087
$829K ﹤0.01%
87,791
-54,952
4088
$828K ﹤0.01%
15,514
-8,435
4089
$825K ﹤0.01%
60,846
-29,678
4090
$824K ﹤0.01%
61,684
+54,368
4091
$823K ﹤0.01%
36,511
+2,569
4092
$821K ﹤0.01%
29,967
-36,115
4093
$820K ﹤0.01%
81,182
+66,871
4094
$819K ﹤0.01%
67,328
-9,009
4095
$817K ﹤0.01%
9,983
-9,135
4096
$816K ﹤0.01%
91,724
-18,436
4097
$816K ﹤0.01%
101,971
-72,447
4098
$814K ﹤0.01%
171,736
-28,399
4099
$814K ﹤0.01%
61,162
-590
4100
– –
0
162 163
164
165 166