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
4326
$627K ﹤0.01%
93,306
+44,207
4327
$625K ﹤0.01%
33,096
-165,857
4328
$625K ﹤0.01%
47,489
+14,262
4329
$624K ﹤0.01%
14,175
+8,286
4330
$622K ﹤0.01%
42,688
+8,325
4331
$622K ﹤0.01%
135,762
-3,185
4332
$620K ﹤0.01%
30,919
-5,636
4333
$618K ﹤0.01%
34,165
+159
4334
$616K ﹤0.01%
19,636
-13,145
4335
$614K ﹤0.01%
46,480
+24,480
4336
$612K ﹤0.01%
19,775
-161
4337
$609K ﹤0.01%
48,435
+22,753
4338
$608K ﹤0.01%
26,798
+2,796
4339
$608K ﹤0.01%
17,418
+12,008
4340
$607K ﹤0.01%
16,777
-3,705
4341
$607K ﹤0.01%
37,230
+8,590
4342
$607K ﹤0.01%
54,270
+2,682
4343
$607K ﹤0.01%
44,780
-24,888
4344
$605K ﹤0.01%
28,619
+3,077
4345
$605K ﹤0.01%
65,492
+11,983
4346
$604K ﹤0.01%
56,252
-33,418
4347
$603K ﹤0.01%
103,989
-209,633
4348
$603K ﹤0.01%
7,654
-2,862
4349
$602K ﹤0.01%
1,177
+1,136
4350
$601K ﹤0.01%
25,151
-29,322
172 173
174
175 176