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
1226
$24.1M 0.01%
491,052
+5,258
1227
$24.1M 0.01%
417,354
+165,615
1228
$24.1M 0.01%
680,171
+323,764
1229
$24M 0.01%
352,354
-26,875
1230
$24M 0.01%
97,958
+2,067
1231
$24M 0.01%
707,295
-45,661
1232
$24M 0.01%
1,816,405
+265,510
1233
$23.9M 0.01%
650,495
+448,302
1234
$23.9M 0.01%
557,928
+19,006
1235
$23.9M 0.01%
37,213
+18,713
1236
$23.9M 0.01%
397,168
-411,851
1237
$23.9M 0.01%
797,428
+211,589
1238
$23.9M 0.01%
724,765
+554,698
1239
$23.8M 0.01%
178,347
+126,264
1240
$23.7M 0.01%
570,768
+61,932
1241
$23.6M 0.01%
1,247,252
-1,395,920
1242
$23.6M 0.01%
1,113,626
-1,457,816
1243
$23.6M 0.01%
933,196
+549,687
1244
$23.6M 0.01%
358,935
-178,137
1245
$23.6M 0.01%
279,530
+115,002
1246
$23.6M 0.01%
1,925,531
+114,015
1247
$23.5M 0.01%
354,217
+108,073
1248
$23.5M 0.01%
337,928
+111,924
1249
$23.5M 0.01%
794,932
+13,561
1250
$23.5M 0.01%
65,020
+33,767
48 49
50
51 52