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
1476
$17.7M 0.01%
1,927,719
+1,191,586
1477
$17.7M 0.01%
1,038,041
-10,484
1478
$17.6M 0.01%
902,981
+43,141
1479
$17.6M 0.01%
980,520
+146,227
1480
$17.6M 0.01%
739,754
-15,686
1481
$17.6M 0.01%
335,092
+47,365
1482
$17.5M 0.01%
801,202
+141,598
1483
$17.5M 0.01%
358,033
-133,929
1484
$17.5M 0.01%
509,992
-710,324
1485
$17.5M 0.01%
691,200
-54,854
1486
$17.5M 0.01%
851,461
+273,623
1487
$17.5M 0.01%
641,976
+1,191
1488
$17.4M 0.01%
381,382
+17,382
1489
$17.4M 0.01%
270,057
+53,440
1490
$17.4M 0.01%
1,124,327
+28,018
1491
$17.3M 0.01%
+918,788
1492
$17.3M 0.01%
1,333,501
-31,404
1493
$17.3M 0.01%
492,784
-17,751
1494
$17.3M 0.01%
583,227
+181,152
1495
$17.2M 0.01%
4,283,638
-4,741,763
1496
$17.2M 0.01%
143,745
-179,703
1497
$17.2M 0.01%
374,486
-297,913
1498
$17.2M 0.01%
251,786
-175,103
1499
$17.1M 0.01%
232,852
-13,499
1500
$17.1M 0.01%
1,668,260
-1,071,844
58 59
60
61 62