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
1026
$31.6M 0.01%
804,588
-151,770
1027
$31.6M 0.01%
721,973
+428,188
1028
$31.5M 0.01%
1,057,441
+303,941
1029
$31.5M 0.01%
541,218
-541
1030
$31.4M 0.01%
293,122
-48,943
1031
$31.4M 0.01%
2,172,345
+210,336
1032
$31.3M 0.01%
1,211,745
-720,100
1033
$31.3M 0.01%
637,714
-83,440
1034
$31.3M 0.01%
1,080,325
-1,222,567
1035
$31.2M 0.01%
1,028,769
+67,085
1036
$31.2M 0.01%
372,860
-29,231
1037
$31.2M 0.01%
1,063,249
+744,125
1038
$31.2M 0.01%
2,923,815
+292,233
1039
$31.2M 0.01%
651,393
-33,359
1040
$31.2M 0.01%
219,213
-20,938
1041
$31.1M 0.01%
289,674
+8,602
1042
$31.1M 0.01%
309,205
-1,207
1043
$31.1M 0.01%
847,315
+113,242
1044
$31M 0.01%
913,085
-28,640
1045
$31M 0.01%
405,981
+51,457
1046
$31M 0.01%
703,488
-275,217
1047
$30.9M 0.01%
581,912
-46,700
1048
$30.9M 0.01%
3,317,962
+1,071,750
1049
$30.9M 0.01%
285,825
-76,334
1050
$30.9M 0.01%
696,269
-50,477
40 41
42
43 44