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
5076
$183K ﹤0.01%
8,435
+1,689
5077
$183K ﹤0.01%
+1
5078
$183K ﹤0.01%
3,922
5079
$183K ﹤0.01%
15,414
+4,000
5080
$182K ﹤0.01%
21,080
+18,380
5081
$182K ﹤0.01%
40,546
-3,490
5082
$182K ﹤0.01%
24,359
+18,952
5083
$181K ﹤0.01%
1,571
-3,788
5084
$180K ﹤0.01%
25,988
+15,335
5085
$180K ﹤0.01%
18,484
-2,750
5086
$180K ﹤0.01%
9,648
+7,051
5087
$180K ﹤0.01%
648
+207
5088
$179K ﹤0.01%
7,785
+65
5089
$178K ﹤0.01%
42,565
-5,611
5090
$177K ﹤0.01%
9,848
-7,817
5091
$176K ﹤0.01%
26,304
-642,929
5092
$176K ﹤0.01%
6,683
+2,266
5093
$176K ﹤0.01%
23,275
+8,192
5094
$175K ﹤0.01%
4,473
-2,013
5095
$175K ﹤0.01%
11,850
-800
5096
$174K ﹤0.01%
91,363
-636,594
5097
$173K ﹤0.01%
15,476
-31,326
5098
$173K ﹤0.01%
12,439
-3,438
5099
$172K ﹤0.01%
6,277
-2,057
5100
$172K ﹤0.01%
3,500
202 203
204
205 206