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
4501
$490K ﹤0.01%
27,588
-8,216
4502
$488K ﹤0.01%
44,584
-249,901
4503
$488K ﹤0.01%
16,922
-104,423
4504
$487K ﹤0.01%
88,478
+87,578
4505
$487K ﹤0.01%
7,976
-3,256
4506
$487K ﹤0.01%
5,089
+91
4507
$486K ﹤0.01%
+38,421
4508
$486K ﹤0.01%
38,214
+2,739
4509
$486K ﹤0.01%
56,725
-927
4510
$484K ﹤0.01%
9,588
-71
4511
$484K ﹤0.01%
41,252
+33,236
4512
$484K ﹤0.01%
17,609
+2,024
4513
$484K ﹤0.01%
13,350
-541
4514
$483K ﹤0.01%
1,126
+628
4515
$483K ﹤0.01%
48,845
-215,802
4516
$482K ﹤0.01%
25,346
-45,148
4517
$481K ﹤0.01%
35,128
-3,673
4518
$480K ﹤0.01%
31,266
-25,831
4519
$479K ﹤0.01%
20,439
+6,535
4520
$478K ﹤0.01%
41,467
+13,213
4521
$476K ﹤0.01%
8,540
-8,634
4522
$475K ﹤0.01%
20,134
+15,446
4523
$475K ﹤0.01%
17,816
+6,606
4524
$475K ﹤0.01%
30,880
-43,220
4525
$473K ﹤0.01%
28,865
-15,224
179 180
181
182 183