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
701
$55.9M 0.02%
4,818,002
+434,918
702
$55.8M 0.02%
1,602,244
+41,310
703
$55.7M 0.02%
1,094,081
+82,329
704
$55.7M 0.02%
841,332
-275,731
705
$55.7M 0.02%
1,310,525
-38,492
706
$55.7M 0.02%
1,306,713
+143,416
707
$55.6M 0.02%
5,463,728
+114,747
708
– –
0
709
$54.8M 0.02%
1,330,315
-332,518
710
$54.7M 0.02%
999,806
+33,140
711
$54.5M 0.02%
54,146
+25,137
712
$54.5M 0.02%
1,706,742
+158,246
713
$54.1M 0.02%
2,769,936
-106,645
714
$53.9M 0.02%
3,777,989
-20,171
715
$53.8M 0.02%
195,809
-33,429
716
$53.7M 0.02%
1,560,315
+315,735
717
$53.4M 0.02%
1,712,523
+733,173
718
$53.3M 0.02%
2,230,178
+136,086
719
$53.2M 0.02%
999,000
+228,258
720
$53.2M 0.02%
1,275,780
-35,014
721
$53.1M 0.02%
1,439,391
+32,813
722
$53.1M 0.02%
198,762
+2,177
723
$52.6M 0.02%
1,758,509
+742,809
724
$52.6M 0.02%
3,820,441
-246,716
725
$52.4M 0.02%
2,394,509
-151,614
27 28
29
30 31