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
1301
$21.6M 0.01%
720,357
-1,786,436
1302
$21.6M 0.01%
259,278
-20,263
1303
$21.6M 0.01%
520,121
+131,334
1304
$21.5M 0.01%
1,893,433
+794,055
1305
$21.5M 0.01%
1,212,521
+125,073
1306
$21.5M 0.01%
857,386
-295,652
1307
$21.5M 0.01%
3,699,026
-24,262
1308
$21.4M 0.01%
1,173,211
+197,968
1309
$21.4M 0.01%
562,798
-167,500
1310
$21.4M 0.01%
1,560,890
-46,749
1311
$21.4M 0.01%
2,522,842
+293,800
1312
$21.4M 0.01%
479,138
-243,407
1313
$21.4M 0.01%
1,052,294
+96,790
1314
$21.3M 0.01%
+593,976
1315
$21.3M 0.01%
205,937
+114,470
1316
$21.3M 0.01%
313,297
-196,638
1317
$21.3M 0.01%
846,100
1318
$21.3M 0.01%
779,087
-17,496
1319
$21.2M 0.01%
880,989
+109,176
1320
$21.2M 0.01%
986,612
+486,737
1321
$21.2M 0.01%
36,014
+2,532
1322
$21.2M 0.01%
327,574
+89,932
1323
$21.1M 0.01%
1,364,889
+655,828
1324
$21.1M 0.01%
634,208
-20,822
1325
$21.1M 0.01%
451,115
-177,460
51 52
53
54 55