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
4176
$748K ﹤0.01%
25,629
+16,119
4177
$745K ﹤0.01%
49,494
+400
4178
$744K ﹤0.01%
27,858
-563
4179
$744K ﹤0.01%
22,041
-5,543
4180
$744K ﹤0.01%
35,062
+33,300
4181
$743K ﹤0.01%
20,913
-129,758
4182
$743K ﹤0.01%
39,890
+16,072
4183
$743K ﹤0.01%
22,621
-1,518
4184
$739K ﹤0.01%
43,053
-19,606
4185
$736K ﹤0.01%
8,329
-8,436
4186
$735K ﹤0.01%
42,751
-72,531
4187
$735K ﹤0.01%
43,642
+24,233
4188
$735K ﹤0.01%
384,850
+233,550
4189
$734K ﹤0.01%
47,282
-3,750
4190
$733K ﹤0.01%
33,897
+5,230
4191
$733K ﹤0.01%
42,138
+709
4192
$732K ﹤0.01%
65,495
-222,257
4193
$732K ﹤0.01%
43,497
+6,591
4194
$731K ﹤0.01%
99,284
-81,842
4195
$730K ﹤0.01%
21,374
+8,056
4196
$729K ﹤0.01%
37,249
-922
4197
$727K ﹤0.01%
22,135
-1,435
4198
$726K ﹤0.01%
249,204
-220,447
4199
$723K ﹤0.01%
239,173
+216,303
4200
$723K ﹤0.01%
24,024
+21,947
166 167
168
169 170