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
1076
$29.8M 0.01%
1,465,113
+580,916
1077
$29.7M 0.01%
1,127,115
-32,552
1078
$29.6M 0.01%
1,423
-235
1079
$29.6M 0.01%
1,010,423
+156,528
1080
$29.6M 0.01%
787,739
+88,872
1081
$29.6M 0.01%
455,132
-59,564
1082
$29.5M 0.01%
984,069
+179,570
1083
$29.4M 0.01%
865,433
-95,854
1084
$29.4M 0.01%
1,615,223
-146,309
1085
$29.4M 0.01%
1,064,193
-125,033
1086
$29.3M 0.01%
652,467
+103,966
1087
$29.3M 0.01%
282,760
+82
1088
$29.2M 0.01%
425,134
-84,049
1089
$29.2M 0.01%
698,442
+146,974
1090
$29.2M 0.01%
1,099,937
+32,268
1091
$29.2M 0.01%
243,915
-21,426
1092
$28.9M 0.01%
582,036
+58,127
1093
$28.8M 0.01%
1,701,337
+1,638,183
1094
$28.6M 0.01%
1,933,813
-89,988
1095
$28.6M 0.01%
845,352
+251,749
1096
$28.5M 0.01%
1,441,268
+311,386
1097
$28.4M 0.01%
302,424
+101,805
1098
$28.4M 0.01%
153,506
+23,317
1099
$28.3M 0.01%
1,095,548
-1,712,751
1100
$28.3M 0.01%
2,110,367
+207,085
42 43
44
45 46