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
776
$46.7M 0.02%
2,336,128
-407,186
777
$46.5M 0.02%
2,793,050
-203,135
778
$46.5M 0.02%
584,211
-49,759
779
$46.4M 0.02%
288,560
+89,194
780
$46.4M 0.02%
901,008
+10,736
781
$46.4M 0.02%
1,996,596
-1,003,172
782
$46.3M 0.02%
2,327,798
+616,935
783
$46.3M 0.02%
3,761,747
+15,600
784
$46.1M 0.02%
2,053,676
-97,268
785
$46.1M 0.02%
773,243
+109,957
786
$46.1M 0.02%
1,516,490
+869,075
787
$46.1M 0.02%
956,091
-59,201
788
$46.1M 0.02%
1,247,416
-415,693
789
$45.8M 0.02%
650,432
-11,911
790
$45.7M 0.02%
1,149,583
-226,922
791
$45.7M 0.02%
981,838
-174,392
792
$45.7M 0.02%
1,783,248
+620,945
793
$45.6M 0.02%
1,118,168
+391,319
794
$45.5M 0.02%
2,022,359
+140,932
795
$45.5M 0.02%
710,999
+115,252
796
$45.5M 0.02%
1,991,458
-345,042
797
$45.3M 0.02%
1,563,038
+292,467
798
$45.1M 0.02%
3,002,968
-124,495
799
$45M 0.02%
1,228,438
+256,372
800
$45M 0.02%
989,190
+161,999
30 31
32
33 34