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
4551
$458K ﹤0.01%
119,048
-27,549
4552
$457K ﹤0.01%
3,639
+3,569
4553
$456K ﹤0.01%
37,043
+94
4554
$455K ﹤0.01%
1,091
+26
4555
$455K ﹤0.01%
83,274
-42,501
4556
$454K ﹤0.01%
6,470
-153
4557
$454K ﹤0.01%
60,667
+17,790
4558
$454K ﹤0.01%
9,457
-3,489
4559
$453K ﹤0.01%
10,313
-1,530
4560
$452K ﹤0.01%
26,706
+332
4561
$451K ﹤0.01%
24,798
-1,666
4562
$449K ﹤0.01%
41,711
-52,024
4563
$449K ﹤0.01%
21,593
+1,570
4564
$449K ﹤0.01%
31,312
-9,667
4565
$448K ﹤0.01%
6,495
-104
4566
$447K ﹤0.01%
33,254
+10,780
4567
$443K ﹤0.01%
4,720
-2,128
4568
$442K ﹤0.01%
23,364
+691
4569
$441K ﹤0.01%
+47,577
4570
$440K ﹤0.01%
43,068
-142,614
4571
$439K ﹤0.01%
9,960
-107,812
4572
$438K ﹤0.01%
2,833
-3,786
4573
$438K ﹤0.01%
5,136
-207
4574
$434K ﹤0.01%
41,090
-74,296
4575
$434K ﹤0.01%
17,425
-51,692
181 182
183
184 185