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
1126
$27.3M 0.01%
690,822
-200,451
1127
$27.3M 0.01%
621,406
+19,267
1128
$27.3M 0.01%
837,890
+21,722
1129
$27.3M 0.01%
600,774
+323,469
1130
$27.3M 0.01%
899,207
+54,080
1131
$27.2M 0.01%
737,699
+220,645
1132
$27.2M 0.01%
2,939,112
+1,025,273
1133
$27.2M 0.01%
1,423,200
-1,477,304
1134
$27.2M 0.01%
82,449
+81,351
1135
$27.1M 0.01%
124,762
+21,735
1136
$27.1M 0.01%
1,499,618
+130,858
1137
$27.1M 0.01%
809,794
-164,364
1138
$27.1M 0.01%
409,000
+265,968
1139
$27M 0.01%
264,307
+162,940
1140
$27M 0.01%
439,419
+70,694
1141
$26.9M 0.01%
3,210,142
+278,678
1142
$26.9M 0.01%
1,170,174
+132,476
1143
$26.9M 0.01%
1,640,426
+400,932
1144
$26.9M 0.01%
395,225
-19,238
1145
$26.8M 0.01%
745,853
+425,693
1146
$26.8M 0.01%
1,389,148
+230,828
1147
$26.7M 0.01%
1,344,919
-548,238
1148
$26.7M 0.01%
412,792
-200,325
1149
$26.7M 0.01%
382,614
-4,822,305
1150
$26.6M 0.01%
996,728
-649,063
44 45
46
47 48