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
4476
$500K ﹤0.01%
29,324
+1,521
4477
$500K ﹤0.01%
25,310
-26,266
4478
$500K ﹤0.01%
66,669
+3,723
4479
$500K ﹤0.01%
17,386
+5,063
4480
$499K ﹤0.01%
34,438
-3,323
4481
$499K ﹤0.01%
31,944
+2,123
4482
$499K ﹤0.01%
6,014
+919
4483
$498K ﹤0.01%
24,660
-2,864
4484
$498K ﹤0.01%
19,587
+2,678
4485
$498K ﹤0.01%
27,350
4486
$498K ﹤0.01%
20,369
+16,636
4487
$497K ﹤0.01%
22
+8
4488
$497K ﹤0.01%
39,904
-70,070
4489
$496K ﹤0.01%
6,329
+1,354
4490
$495K ﹤0.01%
14,772
+1,101
4491
$495K ﹤0.01%
+303
4492
$495K ﹤0.01%
27,026
+10,571
4493
$495K ﹤0.01%
59,985
+640
4494
$493K ﹤0.01%
4,075
+3,229
4495
$493K ﹤0.01%
60,148
-17,971
4496
$491K ﹤0.01%
34,800
-40
4497
$491K ﹤0.01%
32
-19
4498
$491K ﹤0.01%
4,339
-2,932
4499
$490K ﹤0.01%
59,545
+1,000
4500
$490K ﹤0.01%
48,895
+2,059
178 179
180
181 182