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
1101
$28.2M 0.01%
516,681
-98,724
1102
$28.2M 0.01%
765,272
+417,054
1103
$28.1M 0.01%
742,237
+87,021
1104
$28.1M 0.01%
1,247,598
-1,277,432
1105
$28.1M 0.01%
1,080,544
-1,874,886
1106
$28M 0.01%
2,002,660
+885,842
1107
$28M 0.01%
612,078
+18,768
1108
$28M 0.01%
623,445
-60,008
1109
$27.9M 0.01%
671,367
+504,136
1110
$27.8M 0.01%
3,491,252
-185,218
1111
$27.8M 0.01%
676,049
+44,664
1112
$27.7M 0.01%
811,584
-1,774
1113
$27.7M 0.01%
205,830
-1,128
1114
$27.7M 0.01%
606,966
+24,625
1115
$27.6M 0.01%
602,770
-312,794
1116
$27.6M 0.01%
551,753
-294,086
1117
$27.6M 0.01%
23,278
-3,018
1118
$27.6M 0.01%
1,032,403
+239,889
1119
$27.6M 0.01%
464,498
+75,080
1120
$27.5M 0.01%
683,692
-37,315
1121
$27.5M 0.01%
264,014
+43,668
1122
$27.5M 0.01%
626,035
+53,321
1123
$27.4M 0.01%
727,020
-34,164
1124
$27.4M 0.01%
1,377,183
-89,409
1125
$27.4M 0.01%
1,088,730
-201,337
43 44
45
46 47