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
1451
$18.2M 0.01%
353,714
+329,717
1452
$18.2M 0.01%
362,274
+128,556
1453
$18.2M 0.01%
1,485,215
+844,201
1454
$18.2M 0.01%
141,356
-2,824
1455
$18.1M 0.01%
1,766,780
-11,975
1456
$18.1M 0.01%
1,042,463
+76,872
1457
$18.1M 0.01%
534,305
+272,428
1458
$18.1M 0.01%
915,866
-11,082
1459
$18.1M 0.01%
919,284
-388,627
1460
$18.1M 0.01%
1,129,015
+409,053
1461
$18.1M 0.01%
543,350
+191,331
1462
$18.1M 0.01%
422,307
-38,214
1463
$18.1M 0.01%
1,234,037
+80,864
1464
$18M 0.01%
1,137,339
+404,687
1465
$18M 0.01%
1,279,758
-1,775,201
1466
$18M 0.01%
228,121
-7,992
1467
$17.9M 0.01%
378,696
-92,436
1468
$17.9M 0.01%
1,115,993
-144,175
1469
$17.9M 0.01%
490,990
-322,386
1470
$17.8M 0.01%
613,284
+36,369
1471
$17.8M 0.01%
485,477
+29,067
1472
$17.8M 0.01%
1,999,139
+184,003
1473
$17.8M 0.01%
1,015,836
-83,961
1474
$17.8M 0.01%
1,286,373
+123,273
1475
$17.7M 0.01%
277,362
-23,428
57 58
59
60 61