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
4101
$813K ﹤0.01%
30,554
-61,323
4102
$811K ﹤0.01%
+49,092
4103
$810K ﹤0.01%
9,360
+3,518
4104
$810K ﹤0.01%
36,718
+28,310
4105
$809K ﹤0.01%
2,641
-1,037
4106
$808K ﹤0.01%
83,339
+80,707
4107
$807K ﹤0.01%
50,795
+23,514
4108
$806K ﹤0.01%
133,275
-7,545
4109
$806K ﹤0.01%
36,516
+28,268
4110
$803K ﹤0.01%
81,495
-1,084
4111
$802K ﹤0.01%
86,395
+57,784
4112
$802K ﹤0.01%
874
+398
4113
$802K ﹤0.01%
47,785
-54,302
4114
$799K ﹤0.01%
126,009
+66,815
4115
$796K ﹤0.01%
16,287
-4,625
4116
$796K ﹤0.01%
45,643
+12,060
4117
$796K ﹤0.01%
116,044
+25,382
4118
$795K ﹤0.01%
62,486
-1,694
4119
$794K ﹤0.01%
66,231
-5,157
4120
$794K ﹤0.01%
46,164
+27,886
4121
$794K ﹤0.01%
24,008
-12,320
4122
$794K ﹤0.01%
78,610
-13,793
4123
$793K ﹤0.01%
22,985
-16,651
4124
$792K ﹤0.01%
32,559
+25,059
4125
$791K ﹤0.01%
16,822
+1,372
163 164
165
166 167