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
4351
$601K ﹤0.01%
12,630
-1,655
4352
$600K ﹤0.01%
14,952
+664
4353
$599K ﹤0.01%
45,068
+13,562
4354
$599K ﹤0.01%
28,559
-662
4355
$598K ﹤0.01%
15,203
-3,246
4356
$597K ﹤0.01%
19,832
+3,180
4357
$597K ﹤0.01%
40,175
+38,004
4358
$596K ﹤0.01%
8,870
-9,995
4359
$594K ﹤0.01%
20,170
-36,135
4360
$593K ﹤0.01%
31,693
-104,038
4361
$592K ﹤0.01%
13,804
+4,447
4362
$591K ﹤0.01%
70,566
+12,149
4363
$590K ﹤0.01%
37,438
-660
4364
$589K ﹤0.01%
59,761
-34,860
4365
$586K ﹤0.01%
42,192
-1,711
4366
$586K ﹤0.01%
11,867
-1,337
4367
$585K ﹤0.01%
81,648
+59,674
4368
$584K ﹤0.01%
18,571
+7,227
4369
$584K ﹤0.01%
35,985
-10,691
4370
$584K ﹤0.01%
44,432
-19,404
4371
$580K ﹤0.01%
4,569
+3,836
4372
$580K ﹤0.01%
11,993
+1,831
4373
$580K ﹤0.01%
33,633
+28,238
4374
$580K ﹤0.01%
68,692
+65,298
4375
$580K ﹤0.01%
45,210
-30,750
173 174
175
176 177