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
451
$108M 0.05%
2,954,638
+2,070,450
452
$107M 0.04%
3,118,166
+1,098,780
453
$107M 0.04%
1,290,518
+126,713
454
$107M 0.04%
1,506,518
+70,160
455
$107M 0.04%
1,506,648
-160,037
456
$106M 0.04%
927,913
-109,258
457
$106M 0.04%
7,915,652
+6,918,961
458
$106M 0.04%
2,024,490
+329,614
459
$106M 0.04%
3,603,207
-187,497
460
$106M 0.04%
958,383
+15,977
461
$105M 0.04%
5,079,467
+593,229
462
$105M 0.04%
2,234,296
+28,510
463
$104M 0.04%
3,900,908
+1,280,656
464
$104M 0.04%
1,387,189
+340,709
465
$104M 0.04%
1,030,382
-64,199
466
$104M 0.04%
6,795,722
+468,393
467
$104M 0.04%
2,256,197
+272,680
468
$103M 0.04%
3,794,270
+529,582
469
$102M 0.04%
3,492,670
+429,741
470
$102M 0.04%
516,191
+134,285
471
$101M 0.04%
1,922,442
+237,660
472
$101M 0.04%
5,263,587
-1,714,196
473
$100M 0.04%
888,827
+31,939
474
$100M 0.04%
1,786,721
+314,448
475
$100M 0.04%
9,706,044
-298,440
17 18
19
20 21