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
4801
$307K ﹤0.01%
15,579
-821
4802
$306K ﹤0.01%
10
+1
4803
$305K ﹤0.01%
25,885
-107
4804
$304K ﹤0.01%
11,128
+174
4805
$304K ﹤0.01%
5,250
-3,532
4806
$304K ﹤0.01%
13,367
+6,631
4807
$303K ﹤0.01%
6,202
+1,182
4808
$302K ﹤0.01%
22,594
+13,582
4809
$301K ﹤0.01%
185,111
+3,562
4810
$300K ﹤0.01%
7,586
+6,198
4811
$300K ﹤0.01%
19,494
+14,528
4812
$299K ﹤0.01%
42,699
-278,605
4813
$299K ﹤0.01%
66,499
-24,181
4814
$299K ﹤0.01%
24,835
+12,798
4815
$299K ﹤0.01%
15,098
+6,979
4816
$299K ﹤0.01%
21,022
+258
4817
$299K ﹤0.01%
16,304
-1,945
4818
$298K ﹤0.01%
326
+31
4819
$298K ﹤0.01%
16,424
-82,956
4820
$298K ﹤0.01%
36,975
-15,473
4821
$296K ﹤0.01%
15,281
-92,906
4822
$296K ﹤0.01%
18,811
-9,984
4823
$296K ﹤0.01%
4,712
-1,440
4824
$294K ﹤0.01%
22,102
+19,343
4825
$294K ﹤0.01%
+55
191 192
193
194 195