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
5376
$94K ﹤0.01%
5,009
-90
5377
$94K ﹤0.01%
11,412
-51,076
5378
$94K ﹤0.01%
1,470
-505
5379
$94K ﹤0.01%
70,825
-26,723
5380
$94K ﹤0.01%
3,430
-3,066
5381
$94K ﹤0.01%
4,685
5382
$94K ﹤0.01%
55,199
-48,208
5383
$94K ﹤0.01%
4,384
-1,790
5384
$93K ﹤0.01%
5,152
+4,228
5385
$92K ﹤0.01%
12,990
-16,457
5386
$92K ﹤0.01%
+7,281
5387
$92K ﹤0.01%
4,854
-746
5388
$91K ﹤0.01%
11,062
-100,010
5389
$91K ﹤0.01%
10,578
+10,510
5390
$91K ﹤0.01%
3,434
-4,252
5391
$91K ﹤0.01%
7,533
-47,336
5392
$91K ﹤0.01%
9,207
5393
$91K ﹤0.01%
+24,516
5394
$90K ﹤0.01%
19,329
+2,865
5395
$90K ﹤0.01%
11,239
-47,779
5396
$89K ﹤0.01%
6,645
-3,922
5397
$88K ﹤0.01%
+6,965
5398
$88K ﹤0.01%
13,420
-57,472
5399
– –
0
5400
– –
0
214 215
216
217 218