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
5251
$127K ﹤0.01%
4,016
-1,195
5252
$127K ﹤0.01%
26,775
-80,522
5253
$127K ﹤0.01%
11,170
-11,684
5254
$127K ﹤0.01%
95,409
+7,967
5255
$126K ﹤0.01%
6,605
-229
5256
$126K ﹤0.01%
26,339
-495
5257
$126K ﹤0.01%
11,014
+6,014
5258
$126K ﹤0.01%
7,955
-1,856
5259
$125K ﹤0.01%
2,760
+8
5260
$125K ﹤0.01%
58
+52
5261
$125K ﹤0.01%
22,137
+17,343
5262
$124K ﹤0.01%
3,176
-1,303
5263
$124K ﹤0.01%
19,421
+2,088
5264
$124K ﹤0.01%
4,345
+146
5265
$124K ﹤0.01%
4,042
-144,689
5266
$123K ﹤0.01%
4,502
-1,303
5267
$123K ﹤0.01%
11,396
-8,250
5268
$123K ﹤0.01%
3,876
-930
5269
$123K ﹤0.01%
13,701
-9,992
5270
$123K ﹤0.01%
26,936
+8,481
5271
$123K ﹤0.01%
10,004
-2,626
5272
$123K ﹤0.01%
17,206
-5,982
5273
$122K ﹤0.01%
5,966
+66
5274
$121K ﹤0.01%
338
-423
5275
$121K ﹤0.01%
544
+439
209 210
211
212 213