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
1001
$32.9M 0.01%
605,377
-116,136
1002
$32.8M 0.01%
1,603,897
+581,755
1003
$32.8M 0.01%
670,063
-8,028
1004
$32.7M 0.01%
950,279
+95,329
1005
$32.7M 0.01%
464,959
-55,025
1006
$32.7M 0.01%
1,092,318
-150,362
1007
$32.6M 0.01%
597,769
-67,485
1008
$32.5M 0.01%
243,550
+83,311
1009
$32.5M 0.01%
685,524
-51,070
1010
$32.4M 0.01%
2,058,445
-403,066
1011
$32.4M 0.01%
2,294,845
-301,450
1012
$32.4M 0.01%
666,674
-177,205
1013
$32.4M 0.01%
921,034
+585,824
1014
$32.4M 0.01%
437,260
-197,628
1015
$32.4M 0.01%
1,482,720
-1,875,220
1016
$32.2M 0.01%
2,038,798
-50,338
1017
$32.1M 0.01%
1,014,734
+537,765
1018
$32.1M 0.01%
836,581
-51,079
1019
$32.1M 0.01%
282,637
+19,496
1020
$32.1M 0.01%
566,371
-537,068
1021
$32.1M 0.01%
323,000
+77,694
1022
$31.9M 0.01%
2,207,778
+6,932
1023
$31.8M 0.01%
619,106
-40,191
1024
$31.7M 0.01%
1,461,234
-23,102
1025
$31.6M 0.01%
632,141
+17,043
39 40
41
42 43