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
5001
$214K ﹤0.01%
16,228
+1,666
5002
$214K ﹤0.01%
8,477
-1,978,143
5003
$213K ﹤0.01%
13,976
+47
5004
$213K ﹤0.01%
51,585
-18,179
5005
$213K ﹤0.01%
9,622
+8,148
5006
$212K ﹤0.01%
8,171
-29,806
5007
$212K ﹤0.01%
41,205
+3,391
5008
$212K ﹤0.01%
5,628
+728
5009
$212K ﹤0.01%
16,338
5010
$211K ﹤0.01%
3,459
+3,334
5011
$210K ﹤0.01%
8,019
-9,821
5012
$210K ﹤0.01%
9,051
+279
5013
$210K ﹤0.01%
5,976
+5,554
5014
$210K ﹤0.01%
16,795
+781
5015
$210K ﹤0.01%
29,274
-35,333
5016
$208K ﹤0.01%
15,688
+12,098
5017
$208K ﹤0.01%
5,219
-1,006
5018
$208K ﹤0.01%
24,465
+16,761
5019
$208K ﹤0.01%
15,228
5020
$207K ﹤0.01%
4,560
5021
$207K ﹤0.01%
8,350
-46,545
5022
$207K ﹤0.01%
5,218
+1,374
5023
$206K ﹤0.01%
21,016
-32,638
5024
$206K ﹤0.01%
91
+48
5025
$206K ﹤0.01%
7,927
-27,667
199 200
201
202 203