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
1776
$12.3M 0.01%
338,409
+31,639
1777
$12.3M 0.01%
233,482
-29,497
1778
$12.3M 0.01%
148,779
+65,603
1779
$12.3M 0.01%
164,034
+19,407
1780
$12.2M 0.01%
686,857
-155,000
1781
$12.2M 0.01%
301,501
-119,359
1782
$12.2M 0.01%
265,083
-92,343
1783
$12.2M 0.01%
331,082
+213,912
1784
$12.2M 0.01%
152,492
-20,209
1785
$12.2M 0.01%
642,433
+89,640
1786
$12.1M 0.01%
608,090
+377,271
1787
$12.1M 0.01%
246,800
-109,772
1788
$12.1M 0.01%
581,080
-14,648
1789
$12.1M 0.01%
290,084
-269,790
1790
$12.1M 0.01%
320,594
-182,280
1791
$12.1M 0.01%
687,643
+67,284
1792
$12M 0.01%
230,594
-13,288
1793
$12M 0.01%
665,134
-433,385
1794
$12M 0.01%
514,973
+330,345
1795
$11.9M 0.01%
369,416
+201,007
1796
$11.9M 0.01%
396,245
+54,225
1797
$11.9M 0.01%
394,236
+43,880
1798
$11.9M 0.01%
363,995
-22,159
1799
$11.9M 0.01%
338,002
-7,702
1800
$11.9M 0.01%
255,749
-11,603
70 71
72
73 74