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
1426
$18.7M 0.01%
436,066
+59,676
1427
$18.7M 0.01%
1,609,909
+36,747
1428
$18.6M 0.01%
429,895
+27,899
1429
$18.6M 0.01%
255,310
+168,772
1430
$18.6M 0.01%
931,400
-233,161
1431
$18.6M 0.01%
1,374,329
-1,385,388
1432
$18.6M 0.01%
534,025
+196,840
1433
$18.6M 0.01%
568,510
+21,083
1434
$18.5M 0.01%
4,846,350
+1,732,755
1435
$18.5M 0.01%
486,211
-110,474
1436
$18.5M 0.01%
349,772
+180,371
1437
$18.5M 0.01%
312,281
+29,119
1438
$18.5M 0.01%
1,105,896
+322,265
1439
$18.5M 0.01%
420,957
+164,533
1440
$18.4M 0.01%
317,696
+224,281
1441
$18.4M 0.01%
212,604
+28,538
1442
$18.4M 0.01%
1,434,803
+72,647
1443
$18.4M 0.01%
319,241
+167,588
1444
$18.4M 0.01%
224,336
-109,765
1445
$18.3M 0.01%
264,562
-35,049
1446
$18.3M 0.01%
349,374
-134,942
1447
$18.3M 0.01%
498,143
-408,338
1448
$18.3M 0.01%
766,714
+453,618
1449
$18.3M 0.01%
698,988
+57,821
1450
$18.2M 0.01%
404,913
-24,670
56 57
58
59 60