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
4301
$649K ﹤0.01%
34,161
-35,960
4302
$648K ﹤0.01%
48,271
-39,804
4303
$647K ﹤0.01%
31,766
-1,089
4304
$646K ﹤0.01%
687
+124
4305
$645K ﹤0.01%
20,581
-6,541
4306
$645K ﹤0.01%
222,937
+2,337
4307
$643K ﹤0.01%
16,150
+8,824
4308
$643K ﹤0.01%
41,688
-7,116
4309
$642K ﹤0.01%
9,689
+706
4310
$642K ﹤0.01%
26,879
-961
4311
$641K ﹤0.01%
114,585
-14,648
4312
$641K ﹤0.01%
47,076
-6,026
4313
$640K ﹤0.01%
88,886
+81,866
4314
$640K ﹤0.01%
3,276
+3,243
4315
$639K ﹤0.01%
38,393
+18,549
4316
$638K ﹤0.01%
21,253
+19,663
4317
$638K ﹤0.01%
24,604
+17,360
4318
$638K ﹤0.01%
45,875
+184
4319
$634K ﹤0.01%
211,667
+8,517
4320
$633K ﹤0.01%
25,273
+123
4321
$633K ﹤0.01%
305,789
-3,333
4322
$631K ﹤0.01%
6,004
+366
4323
$631K ﹤0.01%
4,802
-379
4324
$628K ﹤0.01%
36,714
-10,605
4325
$627K ﹤0.01%
75
+49
171 172
173
174 175