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
5626
$46K ﹤0.01%
3,237
+746
5627
– –
-1
5628
$45K ﹤0.01%
+15,100
5629
$45K ﹤0.01%
1,012
+322
5630
$45K ﹤0.01%
1,332
-114
5631
$45K ﹤0.01%
1,830
+400
5632
$45K ﹤0.01%
4,535
-261
5633
$45K ﹤0.01%
2,419
+1,931
5634
$45K ﹤0.01%
4,428
-2,062
5635
$44K ﹤0.01%
35,578
-4,486
5636
$44K ﹤0.01%
21
+5
5637
$44K ﹤0.01%
4,213
+680
5638
$44K ﹤0.01%
1,685
+473
5639
$44K ﹤0.01%
5,769
-787
5640
$44K ﹤0.01%
89,761
+48,669
5641
$44K ﹤0.01%
1,755
+615
5642
$44K ﹤0.01%
+31,262
5643
$43K ﹤0.01%
2,591
+72
5644
$43K ﹤0.01%
405
-568
5645
$43K ﹤0.01%
15,440
+2,440
5646
$43K ﹤0.01%
5,266
+708
5647
$43K ﹤0.01%
1,905
-356
5648
$43K ﹤0.01%
15,095
+393
5649
$42K ﹤0.01%
543
+16
5650
$42K ﹤0.01%
3,707
+2,207
224 225
226
227 228