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
4651
$389K ﹤0.01%
751
+684
4652
$389K ﹤0.01%
8,518
+4
4653
$387K ﹤0.01%
16,126
-82,171
4654
$387K ﹤0.01%
54,711
-20,665
4655
$386K ﹤0.01%
33,773
-6,059
4656
$386K ﹤0.01%
28,439
+5,448
4657
$385K ﹤0.01%
29,618
-924
4658
$383K ﹤0.01%
25,366
-265
4659
$383K ﹤0.01%
27,869
-2,943
4660
$382K ﹤0.01%
47,485
+14,545
4661
$382K ﹤0.01%
26,316
+9,468
4662
$382K ﹤0.01%
24,881
+683
4663
$382K ﹤0.01%
49,039
+43,583
4664
$381K ﹤0.01%
29,646
+6,030
4665
$379K ﹤0.01%
19,487
+3,293
4666
$379K ﹤0.01%
15,210
+5,271
4667
$379K ﹤0.01%
14,588
+2,125
4668
$378K ﹤0.01%
38,718
-14,508
4669
$378K ﹤0.01%
14,695
+1,100
4670
$378K ﹤0.01%
46,945
+1,637
4671
$377K ﹤0.01%
73,784
+29,027
4672
$377K ﹤0.01%
10,950
+3,754
4673
$377K ﹤0.01%
18,482
-1,162
4674
$376K ﹤0.01%
+23,104
4675
$375K ﹤0.01%
37,558
+22,327
185 186
187
188 189