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
2276
$6.65M ﹤0.01%
137,933
+7,046
2277
$6.65M ﹤0.01%
293,519
-36,177
2278
$6.65M ﹤0.01%
483,186
+43,475
2279
$6.63M ﹤0.01%
342,156
-2,836
2280
$6.63M ﹤0.01%
137,312
+45,886
2281
$6.63M ﹤0.01%
876,538
-477,088
2282
$6.61M ﹤0.01%
137,088
+31,931
2283
$6.61M ﹤0.01%
171,424
-135,829
2284
$6.6M ﹤0.01%
27,576
+16,634
2285
$6.6M ﹤0.01%
90,242
-13,664
2286
$6.6M ﹤0.01%
146,862
+17,154
2287
$6.59M ﹤0.01%
146,718
+85,398
2288
$6.59M ﹤0.01%
150,761
+18,808
2289
$6.59M ﹤0.01%
90,874
-152,801
2290
$6.58M ﹤0.01%
188,134
+40,101
2291
$6.58M ﹤0.01%
435,515
-120,744
2292
$6.57M ﹤0.01%
210,239
-10,460
2293
$6.54M ﹤0.01%
71,954
+15,378
2294
$6.54M ﹤0.01%
103,762
+35,093
2295
$6.53M ﹤0.01%
175,861
+80,507
2296
$6.52M ﹤0.01%
61,237
+27,612
2297
$6.52M ﹤0.01%
113,024
+9,911
2298
$6.51M ﹤0.01%
117,302
-27,113
2299
$6.5M ﹤0.01%
140,277
+10,949
2300
$6.5M ﹤0.01%
178,505
-2,964
90 91
92
93 94