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
1701
$13.5M 0.01%
567,844
-505,758
1702
$13.5M 0.01%
1,127,335
-103,777
1703
$13.5M 0.01%
266,275
-123,417
1704
$13.5M 0.01%
88,761
+39,631
1705
$13.4M 0.01%
272,810
-42,863
1706
$13.4M 0.01%
649,541
+88,348
1707
$13.4M 0.01%
1,118,178
+97,755
1708
$13.3M 0.01%
226,531
+40,506
1709
$13.3M 0.01%
178,488
-1,117
1710
$13.3M 0.01%
283,653
-389,009
1711
$13.3M 0.01%
258,857
+13,581
1712
$13.3M 0.01%
696,259
+107,274
1713
$13.3M 0.01%
104,261
-3,952
1714
$13.3M 0.01%
+677,731
1715
$13.3M 0.01%
1,088,844
+689,673
1716
$13.3M 0.01%
729,876
+35,256
1717
$13.3M 0.01%
343,347
-308,894
1718
$13.3M 0.01%
419,408
+242,988
1719
$13.2M 0.01%
216,066
+29,805
1720
$13.2M 0.01%
431,823
+217,127
1721
$13.2M 0.01%
303,582
-28,318
1722
$13.2M 0.01%
49,784
+7,080
1723
$13.2M 0.01%
147,333
+18,315
1724
$13.2M 0.01%
350,034
+109,964
1725
$13.2M 0.01%
951,143
-34,455
67 68
69
70 71