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
5126
$163K ﹤0.01%
6,100
5127
$163K ﹤0.01%
55,000
+10,000
5128
$163K ﹤0.01%
21,507
-100
5129
$162K ﹤0.01%
10,374
+11
5130
$160K ﹤0.01%
23
-1
5131
$160K ﹤0.01%
4,943
+2,793
5132
$160K ﹤0.01%
57
+20
5133
$160K ﹤0.01%
2,871
-2,997
5134
$159K ﹤0.01%
8,436
+949
5135
$159K ﹤0.01%
17,573
+8,836
5136
$159K ﹤0.01%
5,804
+3,326
5137
$159K ﹤0.01%
6,340
-180,046
5138
$159K ﹤0.01%
6,766
+1,644
5139
$158K ﹤0.01%
9,850
-1,690
5140
$157K ﹤0.01%
4,157
-3,859
5141
$157K ﹤0.01%
8,444
-996,515
5142
$157K ﹤0.01%
26,886
-93,683
5143
$156K ﹤0.01%
1,735
-8,045
5144
$156K ﹤0.01%
18,327
-2,670
5145
$156K ﹤0.01%
4,592
-1,427
5146
$156K ﹤0.01%
29,399
+19,399
5147
$156K ﹤0.01%
12,892
-12,628
5148
$155K ﹤0.01%
17,997
-7,651
5149
$155K ﹤0.01%
7,941
-4,512
5150
$155K ﹤0.01%
6,143
+2,474
204 205
206
207 208