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
4901
$257K ﹤0.01%
23,692
-13,447
4902
$257K ﹤0.01%
13,077
-7,650
4903
$257K ﹤0.01%
8,400
-3,155
4904
$256K ﹤0.01%
7,335
-3,242
4905
$256K ﹤0.01%
18,205
+679
4906
$256K ﹤0.01%
10,842
+144
4907
$254K ﹤0.01%
8,157
-5,034
4908
$254K ﹤0.01%
10,206
-12,020
4909
$254K ﹤0.01%
46,660
+31,703
4910
$254K ﹤0.01%
+22,179
4911
$253K ﹤0.01%
13,885
-40,035
4912
$253K ﹤0.01%
15,590
-21,327
4913
$253K ﹤0.01%
3,732
+3,442
4914
$252K ﹤0.01%
7,274
-17,265
4915
$252K ﹤0.01%
3,183
-8,524
4916
$251K ﹤0.01%
6,428
-71,997
4917
$251K ﹤0.01%
11,728
+2,181
4918
$251K ﹤0.01%
8,408
+2,477
4919
$251K ﹤0.01%
11,656
-141,812
4920
$250K ﹤0.01%
12,354
-233,385
4921
$250K ﹤0.01%
32,482
+2,536
4922
$250K ﹤0.01%
12,267
+5,158
4923
$249K ﹤0.01%
26,268
+9,120
4924
$249K ﹤0.01%
31,018
+5,388
4925
$249K ﹤0.01%
4,035
+852
195 196
197
198 199