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
5726
$32K ﹤0.01%
1,404
+1,162
5727
$31K ﹤0.01%
+1,393
5728
$31K ﹤0.01%
3,553
+646
5729
$31K ﹤0.01%
28
-2,253
5730
$31K ﹤0.01%
895
-240
5731
$30K ﹤0.01%
1
5732
$30K ﹤0.01%
1,150
-52,780
5733
$30K ﹤0.01%
715
5734
$30K ﹤0.01%
1,700
-200
5735
$30K ﹤0.01%
2,855
-1,232
5736
$30K ﹤0.01%
3,500
-100
5737
$29K ﹤0.01%
2,042
-28,858
5738
$29K ﹤0.01%
5,900
-7,000
5739
$29K ﹤0.01%
1,603
+484
5740
$29K ﹤0.01%
3,415
+15
5741
$29K ﹤0.01%
11,592
-1,091
5742
$29K ﹤0.01%
5,171
+480
5743
$29K ﹤0.01%
4,334
+813
5744
$29K ﹤0.01%
1,228
+831
5745
$28K ﹤0.01%
3,026
+13
5746
$28K ﹤0.01%
1,950
+885
5747
$28K ﹤0.01%
94
+68
5748
$28K ﹤0.01%
1,987
-293
5749
$28K ﹤0.01%
8,100
-32,761
5750
$28K ﹤0.01%
2,442
-2,217
228 229
230
231 232