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
5551
$56K ﹤0.01%
12,678
+1,099
5552
$56K ﹤0.01%
2,488
+894
5553
$56K ﹤0.01%
4,558
-414
5554
$55K ﹤0.01%
1,434
-2,067
5555
$55K ﹤0.01%
1,677
+352
5556
$54K ﹤0.01%
2
-76
5557
$54K ﹤0.01%
+3
5558
$54K ﹤0.01%
3,144
-6,245
5559
$54K ﹤0.01%
1,887
-2,267
5560
$54K ﹤0.01%
12,012
+12
5561
$54K ﹤0.01%
1,193
+1,114
5562
$54K ﹤0.01%
2,282
-2,726
5563
$54K ﹤0.01%
6,547
-4,330
5564
$54K ﹤0.01%
177,037
+138,468
5565
$53K ﹤0.01%
2,068
+1,816
5566
$53K ﹤0.01%
4,454
+400
5567
$53K ﹤0.01%
104
-4,622
5568
$53K ﹤0.01%
1
5569
$53K ﹤0.01%
11,168
-13,750
5570
$53K ﹤0.01%
+3,835
5571
$53K ﹤0.01%
13
+12
5572
$53K ﹤0.01%
150,792
-2,400
5573
$53K ﹤0.01%
5,681
+1,948
5574
$53K ﹤0.01%
3,934
+1,015
5575
– –
0
221 222
223
224 225