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
1651
$14.3M 0.01%
1,711,238
+109,546
1652
$14.3M 0.01%
478,851
+91,206
1653
$14.3M 0.01%
214,076
-8,577,803
1654
$14.3M 0.01%
486,525
+87,034
1655
$14.3M 0.01%
1,059,350
+78,844
1656
$14.3M 0.01%
113,706
+62,113
1657
$14.3M 0.01%
179,058
-22,217
1658
$14.2M 0.01%
133,912
+23,740
1659
$14.2M 0.01%
418,057
-216,295
1660
$14.2M 0.01%
1,340,824
+649,066
1661
$14.2M 0.01%
1,066,158
-895,368
1662
$14.2M 0.01%
1,200,951
+21,597
1663
$14.1M 0.01%
655,242
+286,841
1664
$14.1M 0.01%
327,301
+89,966
1665
$14.1M 0.01%
519,768
-75,817
1666
$14.1M 0.01%
626,345
-407,894
1667
$14.1M 0.01%
530,626
-95,790
1668
$14.1M 0.01%
386,134
+132,702
1669
$14.1M 0.01%
1,997,518
+47,603
1670
$14.1M 0.01%
98,881
-16,537
1671
$14.1M 0.01%
1,037,482
+118,811
1672
$14M 0.01%
673,847
+122,885
1673
$14M 0.01%
+531,183
1674
$14M 0.01%
258,643
-101,621
1675
$14M 0.01%
363,434
+121,732
65 66
67
68 69