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
526
$85.5M 0.04%
1,493,145
+200,004
527
$85.1M 0.04%
1,516,150
+938,359
528
$85M 0.04%
382,756
-250,493
529
$84.7M 0.04%
1,581,854
-93,456
530
$84.7M 0.04%
626,581
-87,645
531
$84.2M 0.04%
287,655
+107,011
532
$84.2M 0.04%
2,670,552
-323,841
533
$84.1M 0.04%
924,896
-72,154
534
$83.9M 0.04%
1,630,202
+479,212
535
$83.9M 0.04%
1,550,732
-232,710
536
$83.8M 0.04%
1,157,990
-53,218
537
$83.8M 0.04%
1,741,702
+1,671,974
538
$83.3M 0.03%
3,517,758
-274,852
539
$83M 0.03%
2,499,615
+2,485,802
540
$82.8M 0.03%
1,630,876
+1,043,855
541
$82.6M 0.03%
211,447
+22,280
542
$82.5M 0.03%
1,439,872
+87,482
543
$82.3M 0.03%
1,534,833
+543,431
544
$82.2M 0.03%
1,411,846
-165,573
545
$81.8M 0.03%
3,913,813
-379,664
546
$81.8M 0.03%
1,389,842
-383,465
547
$81.7M 0.03%
4,145,348
+1,670,862
548
$81.7M 0.03%
1,564,837
+108,484
549
$81.2M 0.03%
3,594,856
+371,465
550
$80.8M 0.03%
2,041,490
+992,170
20 21
22
23 24