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
1876
$10.9M ﹤0.01%
400,539
+231,615
1877
$10.9M ﹤0.01%
241,708
+10,946
1878
$10.9M ﹤0.01%
1,362,050
+307,840
1879
$10.9M ﹤0.01%
508,095
+101,077
1880
$10.9M ﹤0.01%
97,695
-41,267
1881
$10.9M ﹤0.01%
1,800,358
-437,157
1882
$10.9M ﹤0.01%
260,620
-423,730
1883
$10.9M ﹤0.01%
78,768
+1,196
1884
$10.9M ﹤0.01%
584,127
-45,373
1885
$10.8M ﹤0.01%
2,185,168
+72,710
1886
$10.8M ﹤0.01%
79,092
+40,281
1887
$10.8M ﹤0.01%
439,221
+82,283
1888
$10.8M ﹤0.01%
88,357
-81,478
1889
$10.8M ﹤0.01%
319,982
+57,713
1890
$10.8M ﹤0.01%
180,908
+3,185
1891
$10.8M ﹤0.01%
264,250
-33,996
1892
$10.8M ﹤0.01%
323,693
+193,877
1893
$10.8M ﹤0.01%
439,900
+63,300
1894
$10.7M ﹤0.01%
531,726
+181,753
1895
$10.7M ﹤0.01%
43,829
-108,644
1896
$10.7M ﹤0.01%
1,061,999
+23,979
1897
$10.7M ﹤0.01%
252,209
-21,610
1898
$10.7M ﹤0.01%
68,864
+27,385
1899
$10.7M ﹤0.01%
1,758,916
+680,220
1900
$10.7M ﹤0.01%
517,411
+86,733
74 75
76
77 78