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
4126
$791K ﹤0.01%
29,994
-3,674
4127
$791K ﹤0.01%
+226,101
4128
$789K ﹤0.01%
75,759
+36,001
4129
$787K ﹤0.01%
17,551
+6,187
4130
$786K ﹤0.01%
32,156
-25,906
4131
$786K ﹤0.01%
369,160
4132
$786K ﹤0.01%
+73,948
4133
$784K ﹤0.01%
155,609
-1,285
4134
$784K ﹤0.01%
32,279
+10,200
4135
$783K ﹤0.01%
55,494
+35,145
4136
$782K ﹤0.01%
16,782
+2,276
4137
$782K ﹤0.01%
47,530
+760
4138
$781K ﹤0.01%
58,226
+27,160
4139
$781K ﹤0.01%
56,250
+8,231
4140
$780K ﹤0.01%
64,328
-3,321
4141
$779K ﹤0.01%
163,937
+50,538
4142
$779K ﹤0.01%
27,123
+3,278
4143
$778K ﹤0.01%
30,562
+15,449
4144
$776K ﹤0.01%
125,352
-7,227
4145
$774K ﹤0.01%
168,798
-450,136
4146
$773K ﹤0.01%
39,288
-24,184
4147
$773K ﹤0.01%
44,283
+1
4148
$773K ﹤0.01%
43,190
-54,700
4149
$771K ﹤0.01%
11,536
+6,437
4150
$770K ﹤0.01%
63,447
+7,997
164 165
166
167 168