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
1751
$12.7M 0.01%
705,375
-83,708
1752
$12.7M 0.01%
368,316
+122,946
1753
$12.7M 0.01%
272,832
-40,523
1754
$12.6M 0.01%
266,733
+19,115
1755
$12.6M 0.01%
565,039
+115,336
1756
$12.6M 0.01%
900,830
-83,515
1757
$12.6M 0.01%
775,756
+329,239
1758
$12.6M 0.01%
232,042
+25,374
1759
$12.6M 0.01%
703,303
+30,510
1760
$12.5M 0.01%
1,086,000
+232,490
1761
$12.5M 0.01%
270,446
-157,255
1762
$12.5M 0.01%
1,468,279
-1,523,205
1763
$12.5M 0.01%
2,273,550
-336,420
1764
$12.5M 0.01%
193,171
-90,131
1765
$12.5M 0.01%
172,790
-179,318
1766
$12.5M 0.01%
277,586
-133,148
1767
$12.4M 0.01%
777,873
+284,211
1768
$12.4M 0.01%
660,979
+61,639
1769
$12.4M 0.01%
335,304
-232,732
1770
$12.4M 0.01%
597,267
-52,095
1771
$12.4M 0.01%
796,244
-398,894
1772
$12.3M 0.01%
521,660
+169,780
1773
$12.3M 0.01%
1,614,075
+111,642
1774
$12.3M 0.01%
861,225
-1,042,960
1775
$12.3M 0.01%
253,525
-334,672
69 70
71
72 73