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
5426
$83K ﹤0.01%
10,342
+2,989
5427
$83K ﹤0.01%
58,580
+26,153
5428
$82K ﹤0.01%
6,175
-5,867
5429
$82K ﹤0.01%
3,590
+505
5430
$82K ﹤0.01%
5,380
+2,903
5431
$82K ﹤0.01%
1,758
-767
5432
$81K ﹤0.01%
406
-78
5433
$81K ﹤0.01%
+3,056
5434
$81K ﹤0.01%
8,958
+6,916
5435
$80K ﹤0.01%
106
+57
5436
$80K ﹤0.01%
6,431
-3,548
5437
$79K ﹤0.01%
14,029
+2,766
5438
$79K ﹤0.01%
5,796
+256
5439
$79K ﹤0.01%
36,898
+4,282
5440
$78K ﹤0.01%
3,465
-17,676
5441
$78K ﹤0.01%
3,361
+210
5442
$78K ﹤0.01%
15,377
+1,239
5443
$78K ﹤0.01%
4,780
+1,200
5444
$77K ﹤0.01%
7,943
+2,943
5445
$77K ﹤0.01%
3,235
+1,586
5446
$77K ﹤0.01%
6,069
-4,105
5447
$76K ﹤0.01%
11,389
+8,084
5448
$76K ﹤0.01%
3,011
+2,311
5449
$76K ﹤0.01%
3,937
-2,320
5450
$76K ﹤0.01%
10,426
+5,152
216 217
218
219 220