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
1801
$11.9M 0.01%
1,281,492
-65,689
1802
$11.9M 0.01%
278,825
-62,529
1803
$11.9M 0.01%
126,829
+62,523
1804
$11.9M 0.01%
200,802
+67,899
1805
$11.9M 0.01%
186,917
+129,337
1806
$11.9M 0.01%
220,153
+13,992
1807
$11.8M ﹤0.01%
278,701
+194,733
1808
$11.8M ﹤0.01%
392,929
+74,119
1809
$11.8M ﹤0.01%
247,012
+32,242
1810
$11.8M ﹤0.01%
814,483
-115,137
1811
$11.8M ﹤0.01%
2,704,465
+1,620,810
1812
$11.7M ﹤0.01%
202,515
-35,901
1813
$11.7M ﹤0.01%
220,314
-77,220
1814
$11.7M ﹤0.01%
330,728
-402,612
1815
$11.7M ﹤0.01%
1,591,241
+86,381
1816
$11.7M ﹤0.01%
277,308
-70,848
1817
$11.7M ﹤0.01%
361,498
-11,867
1818
$11.7M ﹤0.01%
599,051
+99,943
1819
$11.6M ﹤0.01%
552,992
+87,151
1820
$11.6M ﹤0.01%
296,426
-176,827
1821
$11.6M ﹤0.01%
446,434
+374,625
1822
$11.6M ﹤0.01%
270,094
-42,304
1823
$11.6M ﹤0.01%
617,356
+5,269
1824
$11.6M ﹤0.01%
430,469
+78,076
1825
$11.6M ﹤0.01%
120,772
-19,782
71 72
73
74 75