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
1401
$19.3M 0.01%
739,383
+129,198
1402
$19.3M 0.01%
4,801,328
+2,361,388
1403
$19.2M 0.01%
514,146
+24,024
1404
$19.2M 0.01%
271,715
-134,642
1405
$19.2M 0.01%
1,317,067
+6,211
1406
$19.2M 0.01%
452,537
+18,894
1407
$19.2M 0.01%
280,317
-74,145
1408
$19.1M 0.01%
643,406
+144,310
1409
$19M 0.01%
725,544
+80,821
1410
$19M 0.01%
4,585,916
+932,370
1411
$19M 0.01%
387,056
+38,406
1412
$18.9M 0.01%
489,105
+333,868
1413
$18.9M 0.01%
415,689
+59,084
1414
$18.9M 0.01%
123,540
-72,616
1415
$18.9M 0.01%
756,153
+23,319
1416
$18.9M 0.01%
707,078
+96,847
1417
$18.8M 0.01%
+77,658
1418
$18.8M 0.01%
488,604
+243,458
1419
$18.8M 0.01%
579,320
-146,704
1420
$18.8M 0.01%
573,459
+71,073
1421
$18.8M 0.01%
1,976,573
-11,745
1422
$18.8M 0.01%
190,560
-2,793
1423
$18.8M 0.01%
620,732
+31,771
1424
$18.7M 0.01%
335,542
+123,681
1425
$18.7M 0.01%
819,990
-1,045,268
55 56
57
58 59