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
5576
$52K ﹤0.01%
3,658
-7,732
5577
$52K ﹤0.01%
5,706
+6
5578
$52K ﹤0.01%
721
+2
5579
$52K ﹤0.01%
10,404
+191
5580
$52K ﹤0.01%
2,028
+297
5581
$52K ﹤0.01%
3,712
+2,212
5582
$52K ﹤0.01%
8,749
5583
$52K ﹤0.01%
962
+56
5584
$51K ﹤0.01%
92
-8
5585
$51K ﹤0.01%
285
+64
5586
$51K ﹤0.01%
3,718
5587
$51K ﹤0.01%
759
+15
5588
$51K ﹤0.01%
15,334
+2,435
5589
$51K ﹤0.01%
3,650
-832
5590
$51K ﹤0.01%
+2,150
5591
$50K ﹤0.01%
2,129
5592
$50K ﹤0.01%
+10
5593
$50K ﹤0.01%
3,332
+532
5594
$50K ﹤0.01%
+100
5595
$50K ﹤0.01%
1,406
-491
5596
$50K ﹤0.01%
1,559
+895
5597
$50K ﹤0.01%
2,965
-1,601
5598
$50K ﹤0.01%
4,000
-310
5599
$50K ﹤0.01%
6,148
+5,660
5600
$49K ﹤0.01%
7,012
+12
222 223
224
225 226