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
2076
$8.34M ﹤0.01%
288,736
+283,956
2077
$8.32M ﹤0.01%
186,240
+12,812
2078
$8.31M ﹤0.01%
153,680
-18,539
2079
$8.3M ﹤0.01%
492,669
+7,717
2080
$8.29M ﹤0.01%
443,860
-1,501,630
2081
$8.27M ﹤0.01%
208,313
+18,099
2082
$8.27M ﹤0.01%
283,423
-34,161
2083
$8.26M ﹤0.01%
304,407
-123,581
2084
$8.24M ﹤0.01%
567,977
+57,276
2085
$8.21M ﹤0.01%
243,844
-70,315
2086
$8.21M ﹤0.01%
1,883,272
-324,128
2087
$8.21M ﹤0.01%
23,748
-4,436
2088
$8.18M ﹤0.01%
20,818
+5,120
2089
$8.16M ﹤0.01%
280,840
+197,861
2090
$8.16M ﹤0.01%
639,702
+128,638
2091
$8.14M ﹤0.01%
433,246
+328,050
2092
$8.14M ﹤0.01%
338,359
+118,381
2093
$8.14M ﹤0.01%
247,655
+60,734
2094
$8.14M ﹤0.01%
326,622
-288,807
2095
$8.14M ﹤0.01%
979,062
-719,170
2096
$8.13M ﹤0.01%
239,794
-9,721
2097
$8.13M ﹤0.01%
204,680
+91,856
2098
$8.12M ﹤0.01%
183,657
+4,438
2099
$8.12M ﹤0.01%
982,742
-1,458,817
2100
$8.11M ﹤0.01%
1,299,141
+143,299