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
5026
$206K ﹤0.01%
+5,411
5027
$205K ﹤0.01%
3,642
+1,892
5028
$205K ﹤0.01%
35,488
+10,555
5029
$205K ﹤0.01%
8,535
+3,091
5030
$204K ﹤0.01%
34,291
-74,078
5031
$204K ﹤0.01%
4,222
+54
5032
$203K ﹤0.01%
8,194
+2,033
5033
$203K ﹤0.01%
83,238
+20,517
5034
$202K ﹤0.01%
2,944
-392
5035
$202K ﹤0.01%
16,293
+3,630
5036
$202K ﹤0.01%
3,299
-1,672
5037
$202K ﹤0.01%
114,500
+106,519
5038
$202K ﹤0.01%
6,065
-16
5039
$201K ﹤0.01%
91,630
-7,513
5040
$201K ﹤0.01%
14,186
+12,611
5041
$200K ﹤0.01%
6,035
-16,104
5042
$200K ﹤0.01%
18,835
-365
5043
$199K ﹤0.01%
+127,047
5044
$199K ﹤0.01%
+54,882
5045
$198K ﹤0.01%
4,340
-3,326
5046
$198K ﹤0.01%
4,151
+899
5047
$197K ﹤0.01%
2,027
+667
5048
$196K ﹤0.01%
209
+32
5049
$196K ﹤0.01%
2,205
-328
5050
$196K ﹤0.01%
19,777
-44,907
200 201
202
203 204