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
4451
$519K ﹤0.01%
26,816
-7,675
4452
$519K ﹤0.01%
78,236
+21,141
4453
$519K ﹤0.01%
50,880
-20,506
4454
$519K ﹤0.01%
38,226
+4,171
4455
$518K ﹤0.01%
6,945
+822
4456
$518K ﹤0.01%
19,203
-31,026
4457
$518K ﹤0.01%
4,753
-17,491
4458
$517K ﹤0.01%
73,529
+15,905
4459
$516K ﹤0.01%
28,545
-54,974
4460
$516K ﹤0.01%
16,362
-3,776
4461
$512K ﹤0.01%
73,994
-70,648
4462
$510K ﹤0.01%
6,628
-26
4463
$509K ﹤0.01%
32,966
+6,041
4464
$509K ﹤0.01%
267
+163
4465
$507K ﹤0.01%
44,589
-14,568
4466
$506K ﹤0.01%
22,192
+6,431
4467
$505K ﹤0.01%
14,001
-12,532
4468
$505K ﹤0.01%
122,016
+38,570
4469
$503K ﹤0.01%
23,360
+5,833
4470
$503K ﹤0.01%
35,984
+35,837
4471
$503K ﹤0.01%
107,055
-9,062
4472
$502K ﹤0.01%
18,516
-3,489
4473
$501K ﹤0.01%
13,603
+3,068
4474
$501K ﹤0.01%
25,181
-42,228
4475
$501K ﹤0.01%
27,228
+23,034
177 178
179
180 181