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
6026
$7K ﹤0.01%
3,350
+350
6027
$7K ﹤0.01%
506
+482
6028
$7K ﹤0.01%
813
+119
6029
$7K ﹤0.01%
5,529
-1,001
6030
$7K ﹤0.01%
+1,018
6031
$7K ﹤0.01%
6,266
-4,983
6032
$7K ﹤0.01%
2,519
+2,494
6033
$7K ﹤0.01%
+815
6034
$6K ﹤0.01%
2,023
-7,677
6035
$6K ﹤0.01%
291
6036
$6K ﹤0.01%
38
-412
6037
$6K ﹤0.01%
275
-500
6038
$6K ﹤0.01%
+1,639
6039
$6K ﹤0.01%
+200
6040
$6K ﹤0.01%
420
-360
6041
$6K ﹤0.01%
1,806
+1,606
6042
$6K ﹤0.01%
+283
6043
$6K ﹤0.01%
60
6044
$6K ﹤0.01%
200
-36
6045
$6K ﹤0.01%
825
-280
6046
$6K ﹤0.01%
2,293
+643
6047
$6K ﹤0.01%
3
-15
6048
$6K ﹤0.01%
187
+6
6049
$6K ﹤0.01%
+115,270
6050
$6K ﹤0.01%
+281