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
4276
$665K ﹤0.01%
95,251
-16,385
4277
$664K ﹤0.01%
41,684
+14,868
4278
$664K ﹤0.01%
46,106
-16,689
4279
$664K ﹤0.01%
27,036
-58,074
4280
$663K ﹤0.01%
19,684
+6,525
4281
$663K ﹤0.01%
9,152
-21,946
4282
$662K ﹤0.01%
30,660
-65,685
4283
$662K ﹤0.01%
13,382
-1,401
4284
$662K ﹤0.01%
8,393
+3,588
4285
$660K ﹤0.01%
165,106
+1,831
4286
$660K ﹤0.01%
13,798
-41,465
4287
$659K ﹤0.01%
37,476
+33,989
4288
$659K ﹤0.01%
63,534
-506,097
4289
$659K ﹤0.01%
80,600
+600
4290
$658K ﹤0.01%
18,172
-77,598
4291
$658K ﹤0.01%
41,027
-36,662
4292
$658K ﹤0.01%
86,820
+84,409
4293
$657K ﹤0.01%
31,899
-2,921
4294
$653K ﹤0.01%
56,582
-135,069
4295
$652K ﹤0.01%
65,432
+3,601
4296
$651K ﹤0.01%
17,322
-31,980
4297
$650K ﹤0.01%
13,389
-74,998
4298
$650K ﹤0.01%
180,822
+7,364
4299
$649K ﹤0.01%
9,879
-1,245
4300
$649K ﹤0.01%
19,323
-105,212
170 171
172
173 174