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
4151
$770K ﹤0.01%
136,623
+2,851
4152
$770K ﹤0.01%
58,174
-1,288
4153
$769K ﹤0.01%
111,438
+109,799
4154
$767K ﹤0.01%
97,855
-16,543
4155
$767K ﹤0.01%
29,318
+19,534
4156
$766K ﹤0.01%
63,100
-2,634
4157
$766K ﹤0.01%
28,554
+25,142
4158
$765K ﹤0.01%
36,345
-759
4159
$765K ﹤0.01%
51,448
+11,695
4160
$763K ﹤0.01%
51,876
+49,255
4161
$761K ﹤0.01%
54,496
+31,251
4162
$760K ﹤0.01%
14,413
+14,038
4163
$758K ﹤0.01%
62,899
-21,851
4164
$758K ﹤0.01%
20,966
+5,999
4165
$757K ﹤0.01%
172,242
+138,119
4166
$753K ﹤0.01%
39,662
+12,276
4167
$752K ﹤0.01%
21,036
-7,580
4168
$751K ﹤0.01%
82,373
+47,342
4169
$751K ﹤0.01%
35,440
-13,711
4170
$751K ﹤0.01%
14,768
+3,585
4171
$751K ﹤0.01%
24,754
+2,661
4172
$750K ﹤0.01%
22,976
+2,653
4173
$750K ﹤0.01%
29,852
+26,134
4174
$749K ﹤0.01%
43,036
-2,874
4175
$748K ﹤0.01%
24,096
+6,567
165 166
167
168 169