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
4426
$540K ﹤0.01%
22,696
+3,186
4427
$539K ﹤0.01%
22,750
+14,781
4428
$536K ﹤0.01%
146,136
+82,234
4429
$536K ﹤0.01%
111,771
-181,890
4430
$535K ﹤0.01%
2,457
+173
4431
$535K ﹤0.01%
24,430
-4,144
4432
$535K ﹤0.01%
19,929
-26,454
4433
$535K ﹤0.01%
9,506
+3,024
4434
$534K ﹤0.01%
59,779
+3,725
4435
$534K ﹤0.01%
35,992
+6,112
4436
$534K ﹤0.01%
75,494
+52,816
4437
$534K ﹤0.01%
21,366
-18,448
4438
$533K ﹤0.01%
23,134
-3,969
4439
$533K ﹤0.01%
10,301
-3,579
4440
$532K ﹤0.01%
14,874
-42,577
4441
$529K ﹤0.01%
32,418
+1,216
4442
$529K ﹤0.01%
36,868
+9,393
4443
$529K ﹤0.01%
13,633
+8,284
4444
$528K ﹤0.01%
1,792
+1,488
4445
$528K ﹤0.01%
18,309
-19,658
4446
$527K ﹤0.01%
19,383
+8,745
4447
$524K ﹤0.01%
70,452
+2,422
4448
$522K ﹤0.01%
37,994
-5,981
4449
$520K ﹤0.01%
26,642
-1,935
4450
$519K ﹤0.01%
108,117
+25,007
176 177
178
179 180