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
5326
$107K ﹤0.01%
5,636
-46,728
5327
$107K ﹤0.01%
5,269
-68,357
5328
$107K ﹤0.01%
10,887
-1,631
5329
$107K ﹤0.01%
9,934
-20,292
5330
$106K ﹤0.01%
5,830
+1,330
5331
$106K ﹤0.01%
1,223
-1,004
5332
$106K ﹤0.01%
334
+59
5333
$106K ﹤0.01%
5,362
+4,901
5334
$106K ﹤0.01%
13,713
-13,875
5335
$105K ﹤0.01%
13,842
-105
5336
$105K ﹤0.01%
4,964
-17,374
5337
$105K ﹤0.01%
5,505
+5
5338
$105K ﹤0.01%
7,265
-38,833
5339
$105K ﹤0.01%
+13,274
5340
$104K ﹤0.01%
3,848
+760
5341
$104K ﹤0.01%
7,206
+794
5342
$104K ﹤0.01%
87,551
-67,889
5343
$103K ﹤0.01%
130,442
-1,186
5344
$102K ﹤0.01%
7,265
-945
5345
$102K ﹤0.01%
1,909
+1,676
5346
$101K ﹤0.01%
3,562
+1,886
5347
$101K ﹤0.01%
32,934
+133
5348
$100K ﹤0.01%
3,690
+594
5349
$100K ﹤0.01%
8,537
+1,661
5350
$100K ﹤0.01%
2,150
-104,201
212 213
214
215 216