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
26
$993M 0.42%
12,594,246
-2,576,711
27
$976M 0.41%
28,259,995
-2,725,677
28
$975M 0.41%
39,075,736
+618,348
29
$959M 0.4%
23,624,396
-1,789,424
30
$955M 0.4%
12,779,341
-1,049,579
31
$953M 0.4%
14,076,994
-1,138,979
32
$949M 0.4%
11,414,355
-1,248,692
33
$944M 0.4%
16,273,821
-2,582,991
34
$921M 0.39%
12,525,965
+4,151
35
$911M 0.38%
14,175,492
+483,220
36
$900M 0.38%
34,881,123
-11,317
37
$895M 0.37%
17,986,743
+254,625
38
$881M 0.37%
11,052,474
-741,754
39
$870M 0.36%
44,380,726
+1,885,658
40
$868M 0.36%
37,116,936
-9,193,624
41
$848M 0.36%
32,005,819
-743,476
42
$846M 0.35%
17,390,088
+1,629,450
43
$832M 0.35%
20,497,975
-7,852,389
44
$831M 0.35%
15,987,931
+1,760,422
45
$822M 0.34%
7,246,879
-622,033
46
$813M 0.34%
12,758,265
+2,362,400
47
$802M 0.34%
16,934,066
+503,342
48
$796M 0.33%
12,700,406
+10,312,839
49
$792M 0.33%
46,043,696
-238,295
50
$781M 0.33%
6,253,200
-456,142
1
2
3 4 5