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
5301
$114K ﹤0.01%
2,425
+1,023
5302
$114K ﹤0.01%
10,483
-193
5303
$114K ﹤0.01%
2,250
+200
5304
$114K ﹤0.01%
6,477
-17,944
5305
$113K ﹤0.01%
16,014
-68,509
5306
$113K ﹤0.01%
8,100
-1,552
5307
$112K ﹤0.01%
2,971
+3
5308
$112K ﹤0.01%
3,393
+715
5309
$112K ﹤0.01%
5,270
+1,020
5310
$111K ﹤0.01%
5,448
-480
5311
$111K ﹤0.01%
4,245
-5,400
5312
$111K ﹤0.01%
4,189
-1,299
5313
$110K ﹤0.01%
10,893
+2,878
5314
$110K ﹤0.01%
15,186
+9,632
5315
$110K ﹤0.01%
16,201
-35,786
5316
$110K ﹤0.01%
1,329
-17,158
5317
$110K ﹤0.01%
3,675
+2,025
5318
$110K ﹤0.01%
6,793
-1,515
5319
$109K ﹤0.01%
34,547
+32,706
5320
$108K ﹤0.01%
9,161
-251
5321
$108K ﹤0.01%
+7,966
5322
$108K ﹤0.01%
54,794
5323
$108K ﹤0.01%
2,250
+524
5324
$108K ﹤0.01%
12,471
+447
5325
$107K ﹤0.01%
13,373
+7,689
211 212
213
214 215