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
1926
$10.3M ﹤0.01%
537,572
-24,537
1927
$10.3M ﹤0.01%
434,279
+274,995
1928
$10.3M ﹤0.01%
472,561
+5,333
1929
$10.2M ﹤0.01%
213,472
+19,750
1930
$10.2M ﹤0.01%
1,084,945
+304,710
1931
$10.2M ﹤0.01%
188,778
-54
1932
$10.2M ﹤0.01%
1,216,862
-114,950
1933
$10.2M ﹤0.01%
334,220
+49,590
1934
$10.2M ﹤0.01%
167,497
-13,564
1935
$10.1M ﹤0.01%
655,549
-290,640
1936
$10.1M ﹤0.01%
695,382
-24,488
1937
$10.1M ﹤0.01%
482,544
+214,122
1938
$10.1M ﹤0.01%
110,883
-145,889
1939
$10.1M ﹤0.01%
243,232
-138,365
1940
$10M ﹤0.01%
893,777
+320,360
1941
$10M ﹤0.01%
312,609
+155,385
1942
$9.96M ﹤0.01%
127,355
+108,332
1943
$9.95M ﹤0.01%
369,266
+87,057
1944
$9.94M ﹤0.01%
574,114
+55,010
1945
$9.94M ﹤0.01%
102,027
-1,285,683
1946
$9.89M ﹤0.01%
278,904
-10,588
1947
$9.88M ﹤0.01%
187,088
-43,662
1948
$9.84M ﹤0.01%
187,152
+65,060
1949
$9.84M ﹤0.01%
278,000
1950
$9.84M ﹤0.01%
476,310
-635,727
76 77
78
79 80