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
1251
$23.5M 0.01%
1,904,000
-203,300
1252
$23.3M 0.01%
195,925
-14,577
1253
$23.3M 0.01%
703,796
-91,600
1254
$23.3M 0.01%
1,127,491
+313,004
1255
$23.3M 0.01%
5,286,305
-724,820
1256
$23.3M 0.01%
220,542
+80,788
1257
$23.3M 0.01%
559,140
-160,672
1258
$23.3M 0.01%
1,807,711
+117,479
1259
$23.2M 0.01%
889,685
-345,978
1260
$23.1M 0.01%
257,918
+220,327
1261
$23.1M 0.01%
350,006
-433,622
1262
$23.1M 0.01%
1,884,972
-9,706
1263
$23.1M 0.01%
216,648
-16,710
1264
$23.1M 0.01%
819,441
+91,497
1265
$23.1M 0.01%
340,167
-329,990
1266
$23.1M 0.01%
1,358,733
-971,132
1267
$23.1M 0.01%
1,804,942
-222,071
1268
$23M 0.01%
604,196
-107,777
1269
$23M 0.01%
2,417,178
+257,634
1270
$22.9M 0.01%
90,816
-93,523
1271
$22.9M 0.01%
686,784
-157,942
1272
$22.8M 0.01%
+924,988
1273
$22.8M 0.01%
993,840
+6,213
1274
$22.8M 0.01%
267,522
+42,327
1275
$22.8M 0.01%
793,034
+160,187
49 50
51
52 53