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
1676
$13.9M 0.01%
708,232
+6,363
1677
$13.9M 0.01%
643,809
+107,043
1678
$13.9M 0.01%
734,823
-528,702
1679
$13.8M 0.01%
417,004
+16,580
1680
$13.8M 0.01%
780,868
+34,512
1681
$13.8M 0.01%
883,172
-1,605
1682
$13.8M 0.01%
174,202
+74,905
1683
$13.8M 0.01%
723,346
-33,513
1684
$13.8M 0.01%
301,808
+68,178
1685
$13.8M 0.01%
1,144,930
+608,622
1686
$13.8M 0.01%
512,910
+24,184
1687
$13.8M 0.01%
461,505
+272,465
1688
$13.8M 0.01%
365,263
+30,826
1689
$13.7M 0.01%
759,571
+489,874
1690
$13.7M 0.01%
332,853
+67,329
1691
$13.7M 0.01%
290,184
+59,324
1692
$13.7M 0.01%
29,766
-64
1693
$13.6M 0.01%
582,933
+150,996
1694
$13.6M 0.01%
341,298
+198,646
1695
$13.6M 0.01%
306,525
+284,056
1696
$13.6M 0.01%
466,000
1697
$13.5M 0.01%
476,880
-151,104
1698
$13.5M 0.01%
470,317
-1,488,574
1699
$13.5M 0.01%
94,628
-5,255
1700
$13.5M 0.01%
373,143
-12,086
66 67
68
69 70