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
4926
$249K ﹤0.01%
5,452
+5,185
4927
$249K ﹤0.01%
15,054
-8,033
4928
$249K ﹤0.01%
19,040
+13,005
4929
$248K ﹤0.01%
10,316
-14,918
4930
$248K ﹤0.01%
11,257
-695
4931
$248K ﹤0.01%
9,391
+9,370
4932
$247K ﹤0.01%
24,317
-64,548
4933
$247K ﹤0.01%
13,113
+6,599
4934
$246K ﹤0.01%
67,180
-704,285
4935
$246K ﹤0.01%
17,571
-98
4936
$246K ﹤0.01%
8,854
-3,849
4937
$245K ﹤0.01%
15,233
-1,183
4938
$244K ﹤0.01%
1,888
-663
4939
$244K ﹤0.01%
4,547
-698
4940
$244K ﹤0.01%
7,579
+2,114
4941
$243K ﹤0.01%
12,159
+1,752
4942
$243K ﹤0.01%
34,728
+34,068
4943
$242K ﹤0.01%
10,985
-3,709
4944
$242K ﹤0.01%
15,479
-6,795
4945
$241K ﹤0.01%
44,438
-182,281
4946
$241K ﹤0.01%
1,865
+758
4947
$240K ﹤0.01%
23,968
+15,944
4948
$240K ﹤0.01%
12,244
+5,498
4949
$240K ﹤0.01%
+1,658
4950
$240K ﹤0.01%
11,230
-3,659
196 197
198
199 200