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
5201
$139K ﹤0.01%
40
-31
5202
$139K ﹤0.01%
5,404
+1,000
5203
$138K ﹤0.01%
5,645
-736
5204
$138K ﹤0.01%
6,810
-89,928
5205
$138K ﹤0.01%
15,409
-1,767
5206
$138K ﹤0.01%
14,405
-47,883
5207
$138K ﹤0.01%
7,844
-5,449
5208
$137K ﹤0.01%
15,423
+7,023
5209
$137K ﹤0.01%
18,343
-675
5210
$137K ﹤0.01%
11,000
+4,000
5211
$137K ﹤0.01%
4,916
-3,085
5212
$137K ﹤0.01%
8,154
-6,575
5213
$136K ﹤0.01%
11,112
+5,269
5214
$136K ﹤0.01%
7,261
-7,223
5215
$136K ﹤0.01%
9,115
+8,160
5216
$136K ﹤0.01%
6,811
-21,432
5217
$136K ﹤0.01%
6,392
-5,670
5218
$135K ﹤0.01%
5,335
-11,971
5219
$135K ﹤0.01%
21,298
+11,352
5220
$135K ﹤0.01%
+13,510
5221
$135K ﹤0.01%
2,211
-2,052
5222
$135K ﹤0.01%
2,765
+748
5223
$135K ﹤0.01%
7,776
-11,422
5224
$135K ﹤0.01%
11,223
-17
5225
$134K ﹤0.01%
7,609
-11,600
207 208
209
210 211