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
676
$58.5M 0.02%
1,902,296
+768,339
677
$58.4M 0.02%
1,248,694
+183,526
678
$58.4M 0.02%
3,452,205
+510,490
679
$58.2M 0.02%
685,083
-32,405
680
$58.2M 0.02%
936,422
+73,400
681
$58.1M 0.02%
1,969,860
+525,484
682
$58.1M 0.02%
2,183,634
+157,343
683
$58.1M 0.02%
1,026,191
-161,886
684
$58M 0.02%
914,614
-119,991
685
$57.9M 0.02%
2,543,064
-20,988
686
$57.6M 0.02%
1,175,879
+708,789
687
$57.5M 0.02%
1,967,379
-72,809
688
$57.5M 0.02%
773,193
+274,333
689
$57.5M 0.02%
4,444,275
-175,277
690
$57.5M 0.02%
5,601,940
+1,009,100
691
$57.2M 0.02%
3,248,762
-431,646
692
$56.9M 0.02%
1,873,791
-809,085
693
$56.8M 0.02%
1,749,706
-532,376
694
$56.7M 0.02%
842,291
-29,494
695
$56.6M 0.02%
582,521
+130,298
696
$56.6M 0.02%
638,636
-49,144
697
$56.5M 0.02%
532,053
-30,551
698
$56.4M 0.02%
1,982,247
-72,616
699
$56.3M 0.02%
1,196,324
+273,749
700
$56.2M 0.02%
8,291,760
+3,271,912
26 27
28
29 30