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
5501
$66K ﹤0.01%
24,007
+12
5502
$66K ﹤0.01%
14,492
+14,392
5503
$66K ﹤0.01%
1,778
-29,857
5504
$66K ﹤0.01%
10,113
+9,177
5505
$66K ﹤0.01%
2,063
+1,189
5506
$65K ﹤0.01%
1,343
-6,973
5507
$65K ﹤0.01%
3,461
-429,118
5508
$65K ﹤0.01%
15,229
+8,160
5509
$65K ﹤0.01%
1,703
5510
$65K ﹤0.01%
6,137
-25,701
5511
$64K ﹤0.01%
2,845
-42,076
5512
$64K ﹤0.01%
14,500
-7,251
5513
$64K ﹤0.01%
+2,303
5514
$64K ﹤0.01%
16,652
-989
5515
$64K ﹤0.01%
4,515
+3,085
5516
$64K ﹤0.01%
1,075
-3,377
5517
$64K ﹤0.01%
3,711
-1,118
5518
$64K ﹤0.01%
13,359
+11,262
5519
$64K ﹤0.01%
34,750
5520
$63K ﹤0.01%
4,382
-1,815
5521
$63K ﹤0.01%
2,025
-945
5522
$62K ﹤0.01%
44,352
+22,954
5523
$62K ﹤0.01%
7,993
+4,605
5524
$62K ﹤0.01%
8,808
-291
5525
$61K ﹤0.01%
8,383
+483
219 220
221
222 223