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
1501
$17.1M 0.01%
303,167
+250,644
1502
$17.1M 0.01%
1,238,936
+452,846
1503
$17M 0.01%
1,034,028
+59,226
1504
$17M 0.01%
582,209
-303,656
1505
$17M 0.01%
886,272
+73,207
1506
$17M 0.01%
323,113
+94,222
1507
$17M 0.01%
530,171
+485,485
1508
$16.9M 0.01%
428,859
+120,009
1509
$16.9M 0.01%
249,636
-67,726
1510
$16.8M 0.01%
499,250
+9,613
1511
$16.8M 0.01%
320,783
+41,793
1512
$16.8M 0.01%
1,915,700
-72,820
1513
$16.8M 0.01%
549,186
+18,909
1514
$16.8M 0.01%
695,429
+9,103
1515
$16.8M 0.01%
344,687
-20,228
1516
$16.8M 0.01%
600,504
+12,638
1517
$16.7M 0.01%
158,171
-25,049
1518
$16.7M 0.01%
232,677
-63,832
1519
$16.7M 0.01%
633,257
-32,922
1520
$16.7M 0.01%
583,969
+94,460
1521
$16.7M 0.01%
267,894
+62,169
1522
$16.6M 0.01%
199,675
+152,031
1523
$16.6M 0.01%
424,347
-319,119
1524
$16.6M 0.01%
1,799,482
+346,477
1525
$16.5M 0.01%
121,593
-1,483,670
59 60
61
62 63