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
4676
$375K ﹤0.01%
23,001
-1,496
4677
$375K ﹤0.01%
12,630
-5,454
4678
$375K ﹤0.01%
36,959
-16,064
4679
$374K ﹤0.01%
28,098
-342
4680
$374K ﹤0.01%
26,889
-566
4681
$373K ﹤0.01%
34,855
-9,292
4682
$373K ﹤0.01%
10,168
-3,881
4683
$369K ﹤0.01%
16,672
-555
4684
$369K ﹤0.01%
5,793
-10,774
4685
$369K ﹤0.01%
6,374
+1,519
4686
$369K ﹤0.01%
51,603
+40,292
4687
$369K ﹤0.01%
215,882
+75,842
4688
$368K ﹤0.01%
26,345
-16,043
4689
$368K ﹤0.01%
27,610
+3,459
4690
$368K ﹤0.01%
22,082
-664
4691
$365K ﹤0.01%
20,434
+8,328
4692
$365K ﹤0.01%
+1,826
4693
$365K ﹤0.01%
20,426
+2,257
4694
$362K ﹤0.01%
93,684
-23,345
4695
$362K ﹤0.01%
39,636
+33,560
4696
$361K ﹤0.01%
2,388
+551
4697
$361K ﹤0.01%
28,166
+20,382
4698
$361K ﹤0.01%
14,715
-2,482
4699
$360K ﹤0.01%
6,675
+50
4700
$359K ﹤0.01%
36,243
+457
186 187
188
189 190