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
4951
$240K ﹤0.01%
13,798
-5,697
4952
$239K ﹤0.01%
15,734
-13,966
4953
$239K ﹤0.01%
10,274
-3,765
4954
$239K ﹤0.01%
17,276
-34,078
4955
$239K ﹤0.01%
39,439
+27,200
4956
$238K ﹤0.01%
1,943
+340
4957
$237K ﹤0.01%
23,751
+15,512
4958
$237K ﹤0.01%
16,897
+1,767
4959
$237K ﹤0.01%
119,798
+46,614
4960
$234K ﹤0.01%
4,779
-6,138
4961
$234K ﹤0.01%
31,097
+11,197
4962
$234K ﹤0.01%
+1
4963
$234K ﹤0.01%
54,841
-9,782
4964
$233K ﹤0.01%
36,288
-5,068
4965
$233K ﹤0.01%
47,894
-31,830
4966
$232K ﹤0.01%
18,439
+11,536
4967
$232K ﹤0.01%
9,555
+945
4968
$231K ﹤0.01%
32,783
+23,086
4969
$230K ﹤0.01%
11,829
-1,839
4970
$229K ﹤0.01%
32,449
-1,281
4971
$229K ﹤0.01%
7,264
+2,850
4972
$229K ﹤0.01%
8,488
+3,623
4973
$229K ﹤0.01%
9
-2
4974
$228K ﹤0.01%
1,034
-3,230
4975
$228K ﹤0.01%
13,831
+752
197 198
199
200 201