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
4876
$265K ﹤0.01%
89,251
+45,679
4877
$264K ﹤0.01%
15,357
4878
$264K ﹤0.01%
51,513
+48,166
4879
$264K ﹤0.01%
24,542
+4,265
4880
$263K ﹤0.01%
16,064
-13,604
4881
$263K ﹤0.01%
12,655
-13,740
4882
$263K ﹤0.01%
13,669
+4,329
4883
$262K ﹤0.01%
16,291
-9,790
4884
$262K ﹤0.01%
8,804
+2,526
4885
$262K ﹤0.01%
21,596
-11,247
4886
$262K ﹤0.01%
2,467
-532
4887
$262K ﹤0.01%
3,627
-650
4888
$262K ﹤0.01%
25,026
+12,365
4889
$262K ﹤0.01%
21,058
-70,032
4890
$262K ﹤0.01%
34,904
+5,274
4891
$261K ﹤0.01%
32,542
+3,740
4892
$260K ﹤0.01%
19,321
-3,795
4893
$260K ﹤0.01%
18,601
+8,685
4894
$260K ﹤0.01%
10,996
+2,326
4895
$259K ﹤0.01%
919
-757
4896
$259K ﹤0.01%
6,097
-442
4897
$259K ﹤0.01%
46,219
+4,703
4898
$259K ﹤0.01%
24,619
+4,019
4899
$259K ﹤0.01%
10,047
+7,064
4900
– –
0
194 195
196
197 198