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
5276
$121K ﹤0.01%
3,388
-12,936
5277
$121K ﹤0.01%
3,534
+165
5278
$121K ﹤0.01%
15,837
-80,832
5279
$121K ﹤0.01%
27,984
-18,363
5280
$121K ﹤0.01%
12,852
-103
5281
$120K ﹤0.01%
5,314
+8
5282
$120K ﹤0.01%
6,753
-36,912
5283
$120K ﹤0.01%
3,955
-550
5284
$120K ﹤0.01%
9,441
+8,192
5285
$118K ﹤0.01%
473
-6,979
5286
$118K ﹤0.01%
9,088
-1,610
5287
$117K ﹤0.01%
4,809
-8,357
5288
$117K ﹤0.01%
56,934
+13,871
5289
$117K ﹤0.01%
13,250
-76,770
5290
$117K ﹤0.01%
8,535
+2,496
5291
$117K ﹤0.01%
3,976
-1,035
5292
$116K ﹤0.01%
11,808
-5,657
5293
$116K ﹤0.01%
12,574
-1,553
5294
$115K ﹤0.01%
+5,170
5295
$115K ﹤0.01%
31,648
-72,512
5296
$115K ﹤0.01%
6,818
-374
5297
$115K ﹤0.01%
30,354
+25,228
5298
$114K ﹤0.01%
7,972
-4,644
5299
$114K ﹤0.01%
7,392
+1,483
5300
$114K ﹤0.01%
13,420
-88,220
210 211
212
213 214