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
4251
$684K ﹤0.01%
12,184
+9,892
4252
$684K ﹤0.01%
48,120
-13,455
4253
$683K ﹤0.01%
139,225
+126,625
4254
$683K ﹤0.01%
32,517
+4,142
4255
$681K ﹤0.01%
57,809
+21,145
4256
$681K ﹤0.01%
23,278
+5,062
4257
$681K ﹤0.01%
76,412
+64,214
4258
$681K ﹤0.01%
45,968
+344
4259
$680K ﹤0.01%
78,551
+60,653
4260
$677K ﹤0.01%
40,592
+18
4261
$676K ﹤0.01%
34,246
-41,053
4262
$676K ﹤0.01%
25,967
+2,670
4263
$676K ﹤0.01%
163,263
+57,578
4264
$675K ﹤0.01%
133,604
+3,868
4265
$675K ﹤0.01%
7,323
+5,547
4266
$675K ﹤0.01%
55,296
-10,371
4267
$675K ﹤0.01%
46,629
+32,027
4268
$672K ﹤0.01%
59,784
+4,411
4269
$671K ﹤0.01%
42,585
+452
4270
$668K ﹤0.01%
21,962
-5,809
4271
$667K ﹤0.01%
59,220
-6,075
4272
$667K ﹤0.01%
10,916
-4,116
4273
$666K ﹤0.01%
77,971
-44,505
4274
$666K ﹤0.01%
92,342
+2,507
4275
$665K ﹤0.01%
9,843
-547
169 170
171
172 173