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
4701
$359K ﹤0.01%
45,130
-78,264
4702
$359K ﹤0.01%
12,709
+10,877
4703
$358K ﹤0.01%
14,477
-7,318
4704
$358K ﹤0.01%
2,408
-5,913
4705
$358K ﹤0.01%
16,896
-12,665
4706
$357K ﹤0.01%
12,944
+770
4707
$356K ﹤0.01%
12,981
-34,229
4708
$356K ﹤0.01%
37,525
+22,218
4709
$355K ﹤0.01%
15,588
-1,214
4710
$354K ﹤0.01%
7,802
+446
4711
$354K ﹤0.01%
12,717
-791
4712
$354K ﹤0.01%
26,974
-15,512
4713
$353K ﹤0.01%
15,227
-504
4714
$353K ﹤0.01%
22,496
+5,428
4715
$352K ﹤0.01%
28,989
-65
4716
$352K ﹤0.01%
5,959
+1,092
4717
$352K ﹤0.01%
5,417
+3,174
4718
$351K ﹤0.01%
538,300
+392,500
4719
$351K ﹤0.01%
44,851
+28,345
4720
$351K ﹤0.01%
122,700
+32
4721
$351K ﹤0.01%
14,031
-41
4722
$351K ﹤0.01%
17,162
-1,878
4723
$350K ﹤0.01%
10,046
-2,341
4724
$350K ﹤0.01%
33,674
+2,073
4725
$349K ﹤0.01%
6,136
-7,470
187 188
189
190 191