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
2126
$7.88M ﹤0.01%
13,137
+8,523
2127
$7.85M ﹤0.01%
124,769
-15,429
2128
$7.84M ﹤0.01%
73,620
-75,593
2129
$7.82M ﹤0.01%
310,224
-2,699,850
2130
$7.82M ﹤0.01%
400,953
+29,142
2131
$7.8M ﹤0.01%
252,374
+70,974
2132
$7.79M ﹤0.01%
334,930
-835,769
2133
$7.77M ﹤0.01%
285,088
+17,515
2134
$7.75M ﹤0.01%
199,497
-75,158
2135
$7.75M ﹤0.01%
324,224
+194,471
2136
$7.74M ﹤0.01%
230,209
+178,573
2137
$7.74M ﹤0.01%
440,342
+147,946
2138
$7.74M ﹤0.01%
123,523
-45,455
2139
$7.72M ﹤0.01%
217,945
+150,498
2140
$7.71M ﹤0.01%
29,072
+14,091
2141
$7.7M ﹤0.01%
631,408
+49,202
2142
$7.7M ﹤0.01%
161,905
-38,840
2143
$7.7M ﹤0.01%
610,670
-188,300
2144
$7.7M ﹤0.01%
410,374
-530,172
2145
$7.66M ﹤0.01%
239,090
-471,847
2146
$7.66M ﹤0.01%
105,318
-136,950
2147
$7.64M ﹤0.01%
223,850
-926
2148
$7.64M ﹤0.01%
237,081
+117,560
2149
$7.64M ﹤0.01%
570,471
-42,101
2150
$7.63M ﹤0.01%
537,216
-322,928
84 85
86
87 88