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
2176
$7.47M ﹤0.01%
679,363
+82,603
2177
$7.42M ﹤0.01%
1,079,116
+564,679
2178
$7.42M ﹤0.01%
141,449
-35,269
2179
$7.41M ﹤0.01%
354,561
+23,573
2180
$7.41M ﹤0.01%
286,675
+134,906
2181
$7.38M ﹤0.01%
452,142
+136,530
2182
$7.36M ﹤0.01%
139,108
+63,726
2183
$7.34M ﹤0.01%
190,249
+2,154
2184
$7.34M ﹤0.01%
104,871
+76,553
2185
$7.33M ﹤0.01%
357,005
-229,290
2186
$7.33M ﹤0.01%
488,472
-4,300
2187
$7.31M ﹤0.01%
162,200
-37,808
2188
$7.28M ﹤0.01%
342,528
+164,086
2189
$7.26M ﹤0.01%
156,367
+130,047
2190
$7.26M ﹤0.01%
91,059
-58,681
2191
$7.25M ﹤0.01%
442,083
+222,159
2192
$7.24M ﹤0.01%
829,531
+31,096
2193
$7.23M ﹤0.01%
716,997
+349,708
2194
$7.23M ﹤0.01%
388,557
+54,969
2195
$7.23M ﹤0.01%
346,260
+95,641
2196
$7.23M ﹤0.01%
135,182
-17,481
2197
$7.21M ﹤0.01%
183,242
+20,427
2198
$7.21M ﹤0.01%
332,522
+55,088
2199
$7.21M ﹤0.01%
192,929
-1,271,776
2200
$7.2M ﹤0.01%
294,403
-85,659
86 87
88
89 90