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
4526
$472K ﹤0.01%
56,000
-131,291
4527
$471K ﹤0.01%
4,172
+384
4528
$470K ﹤0.01%
67,831
-1,978
4529
$469K ﹤0.01%
31,508
-8,227
4530
$469K ﹤0.01%
23,846
-8,697
4531
$469K ﹤0.01%
1,012
-6,953
4532
$469K ﹤0.01%
19,446
+18,946
4533
$467K ﹤0.01%
26,573
-8,576
4534
$466K ﹤0.01%
19,434
+579
4535
$466K ﹤0.01%
37,451
-149,153
4536
$466K ﹤0.01%
31,344
+6,962
4537
$465K ﹤0.01%
12,443
-1,307
4538
$465K ﹤0.01%
26,343
-65,378
4539
$465K ﹤0.01%
7,124
-8,050
4540
$464K ﹤0.01%
26,778
+2,194
4541
$464K ﹤0.01%
29,960
+7,862
4542
$464K ﹤0.01%
153,812
-6,730
4543
$464K ﹤0.01%
4,176
-110
4544
$463K ﹤0.01%
16,173
-156,931
4545
$462K ﹤0.01%
13,687
-9,943
4546
$461K ﹤0.01%
15,281
+2,835
4547
$460K ﹤0.01%
5,932
+2,649
4548
$460K ﹤0.01%
30,794
+26,920
4549
$460K ﹤0.01%
547,765
-349,884
4550
$459K ﹤0.01%
24,272
-81,833
180 181
182
183 184