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
4576
$434K ﹤0.01%
19,206
-77,485
4577
$433K ﹤0.01%
9,989
+6,590
4578
$433K ﹤0.01%
39,655
+25,326
4579
$432K ﹤0.01%
420,641
+81,336
4580
$431K ﹤0.01%
25,210
-406
4581
$431K ﹤0.01%
995
-2,171
4582
$431K ﹤0.01%
48,107
+38,797
4583
$431K ﹤0.01%
22,030
+4,259
4584
$429K ﹤0.01%
9,262
-8,181
4585
$429K ﹤0.01%
72,696
-3,690
4586
$429K ﹤0.01%
31,421
+7,778
4587
$428K ﹤0.01%
14,490
+3,010
4588
$427K ﹤0.01%
47,363
+32,263
4589
$426K ﹤0.01%
32,845
+8,593
4590
$424K ﹤0.01%
30,721
-16,166
4591
$424K ﹤0.01%
42,586
+569
4592
$424K ﹤0.01%
234,129
-81,644
4593
$423K ﹤0.01%
33,181
+731
4594
$422K ﹤0.01%
142,891
+135,891
4595
$421K ﹤0.01%
20,321
+1,373
4596
$421K ﹤0.01%
24,279
+1,519
4597
$421K ﹤0.01%
59,725
-167,431
4598
$420K ﹤0.01%
678
-1,221
4599
$420K ﹤0.01%
31,603
+28,057
4600
$420K ﹤0.01%
9,473
-13
182 183
184
185 186