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
4601
$419K ﹤0.01%
20,848
-16,084
4602
$419K ﹤0.01%
166,624
+26,123
4603
$419K ﹤0.01%
+1
4604
$418K ﹤0.01%
23,595
-3,568
4605
$416K ﹤0.01%
4,693
-3,522
4606
$416K ﹤0.01%
80,109
+66,954
4607
$415K ﹤0.01%
13,538
+3,404
4608
$415K ﹤0.01%
23,382
-54,093
4609
$414K ﹤0.01%
37,916
+10,249
4610
$414K ﹤0.01%
34,698
-29,294
4611
$414K ﹤0.01%
12,634
+1,460
4612
$412K ﹤0.01%
10,982
-11,467
4613
$412K ﹤0.01%
21,761
-7,490
4614
$412K ﹤0.01%
11,138
+1,587
4615
$412K ﹤0.01%
14,502
+2,085
4616
$412K ﹤0.01%
40,897
-12,595
4617
$412K ﹤0.01%
17,522
+1,378
4618
$411K ﹤0.01%
144,754
+5,713
4619
$411K ﹤0.01%
23,860
+3,090
4620
$411K ﹤0.01%
89,244
-76
4621
$411K ﹤0.01%
59,558
+4,595
4622
$409K ﹤0.01%
37,699
+13,409
4623
$409K ﹤0.01%
97,314
-8,611
4624
$409K ﹤0.01%
18,354
+1,172
4625
$408K ﹤0.01%
154,772
+40,367
183 184
185
186 187