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
5476
$70K ﹤0.01%
+6,839
5477
$70K ﹤0.01%
2,765
+740
5478
$70K ﹤0.01%
+7,517
5479
$70K ﹤0.01%
1,923
-597
5480
$70K ﹤0.01%
9,248
+2,069
5481
$69K ﹤0.01%
4,368
-1,480
5482
$69K ﹤0.01%
57,450
+8,925
5483
$69K ﹤0.01%
20,398
-5,625
5484
$69K ﹤0.01%
240
-170
5485
$69K ﹤0.01%
25,411
-2,475
5486
$69K ﹤0.01%
3,601
+617
5487
$69K ﹤0.01%
1,894
-1,215
5488
$68K ﹤0.01%
3,087
-2,109
5489
$68K ﹤0.01%
3,152
-2,526
5490
$68K ﹤0.01%
16,014
+14
5491
$68K ﹤0.01%
+3,780
5492
$68K ﹤0.01%
7,851
5493
$68K ﹤0.01%
+6,055
5494
$68K ﹤0.01%
5,652
-3,530
5495
$67K ﹤0.01%
13,610
+10
5496
$67K ﹤0.01%
10,024
-9,436
5497
– –
0
5498
$67K ﹤0.01%
3,417
5499
$67K ﹤0.01%
17,266
+14,969
5500
$66K ﹤0.01%
34,472
-57,828
218 219
220
221 222