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
1826
$11.6M ﹤0.01%
87,271
+5,134
1827
$11.5M ﹤0.01%
463,668
+11,374
1828
$11.5M ﹤0.01%
317,711
-192,578
1829
$11.5M ﹤0.01%
1,149,707
+11,389
1830
$11.5M ﹤0.01%
180,980
-1,148
1831
$11.5M ﹤0.01%
713,301
+28,456
1832
$11.5M ﹤0.01%
226,177
+156,489
1833
$11.5M ﹤0.01%
541,924
+116,323
1834
$11.4M ﹤0.01%
1,155,180
-134,475
1835
$11.4M ﹤0.01%
245,395
-25,664
1836
$11.4M ﹤0.01%
147,914
-11,533
1837
$11.4M ﹤0.01%
511,940
-39,524
1838
$11.4M ﹤0.01%
416,364
+99,920
1839
$11.4M ﹤0.01%
543,772
+107,183
1840
$11.3M ﹤0.01%
238,906
-60,058
1841
$11.3M ﹤0.01%
82,053
-2,360
1842
$11.3M ﹤0.01%
759,060
-828,660
1843
$11.3M ﹤0.01%
643,783
-9,612
1844
$11.3M ﹤0.01%
170,819
+66,999
1845
$11.3M ﹤0.01%
280,738
+99,686
1846
$11.3M ﹤0.01%
539,569
-81,245
1847
$11.3M ﹤0.01%
474,990
+11,042
1848
$11.3M ﹤0.01%
1,731,171
-3,134
1849
$11.3M ﹤0.01%
364,188
-441,749
1850
$11.3M ﹤0.01%
400,823
-204,435
72 73
74
75 76