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
1376
$19.8M 0.01%
776,071
+111,730
1377
$19.8M 0.01%
639,067
+21,601
1378
$19.8M 0.01%
1,496,267
+155,872
1379
$19.8M 0.01%
1,992,223
+328,711
1380
$19.7M 0.01%
1,503,517
+122,443
1381
$19.7M 0.01%
823,269
-83,848
1382
$19.7M 0.01%
543,207
+174,349
1383
$19.7M 0.01%
505,879
-95,709
1384
$19.7M 0.01%
132,022
+1,558
1385
$19.6M 0.01%
161,730
+33,139
1386
$19.6M 0.01%
1,039,869
+56,246
1387
$19.6M 0.01%
396,956
+43,624
1388
$19.6M 0.01%
493,677
-126,902
1389
$19.6M 0.01%
1,358,949
+285,392
1390
$19.6M 0.01%
345,424
+40,664
1391
$19.5M 0.01%
423,765
-266,174
1392
$19.5M 0.01%
533,862
-1,033
1393
$19.5M 0.01%
359,466
-93,907
1394
$19.5M 0.01%
321,358
-1,894
1395
$19.4M 0.01%
403,481
+335,812
1396
$19.4M 0.01%
950,928
-85,940
1397
$19.4M 0.01%
214,713
+3,638
1398
$19.4M 0.01%
1,435,349
-481,698
1399
$19.4M 0.01%
397,548
+139,444
1400
$19.4M 0.01%
537,353
+350,785
54 55
56
57 58