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
5526
$61K ﹤0.01%
+1,700
5527
$61K ﹤0.01%
4,014
-3,974
5528
$61K ﹤0.01%
5,308
+220
5529
– –
0
5530
$61K ﹤0.01%
4,930
+3,656
5531
$60K ﹤0.01%
17,208
+1,111
5532
$60K ﹤0.01%
5,280
+107
5533
$60K ﹤0.01%
9,331
-2,280
5534
$60K ﹤0.01%
+36,121
5535
$59K ﹤0.01%
1,681
-2,433
5536
$59K ﹤0.01%
5,234
-4,735
5537
$59K ﹤0.01%
13,580
-37,683
5538
$58K ﹤0.01%
3,492
-1,866
5539
$58K ﹤0.01%
12,921
-21,613
5540
$58K ﹤0.01%
3,031
-2,485
5541
$58K ﹤0.01%
5,868
-18,380
5542
$58K ﹤0.01%
1,149
+415
5543
$57K ﹤0.01%
3,447
5544
$57K ﹤0.01%
5,005
+1,664
5545
$57K ﹤0.01%
4,490
-7,071
5546
$57K ﹤0.01%
4,725
+505
5547
$56K ﹤0.01%
26,750
5548
$56K ﹤0.01%
6,041
+1,716
5549
$56K ﹤0.01%
2,350
5550
$56K ﹤0.01%
8,961
+4,986
220 221
222
223 224