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
2326
$6.25M ﹤0.01%
540,603
+265,518
2327
$6.23M ﹤0.01%
43,055
+12,605
2328
$6.21M ﹤0.01%
590,524
+54,309
2329
$6.2M ﹤0.01%
132,846
-82,466
2330
$6.2M ﹤0.01%
180,249
+9,893
2331
$6.19M ﹤0.01%
599,584
+212,160
2332
$6.19M ﹤0.01%
212,853
-6,489
2333
$6.18M ﹤0.01%
154,247
-12,418
2334
$6.14M ﹤0.01%
316,988
-290,593
2335
$6.14M ﹤0.01%
309,875
-100,784
2336
$6.14M ﹤0.01%
137,968
+39,609
2337
$6.12M ﹤0.01%
47,760
-361,990
2338
$6.12M ﹤0.01%
269,554
-27,424
2339
$6.11M ﹤0.01%
179,917
+99,527
2340
$6.11M ﹤0.01%
38,205
+19,955
2341
$6.11M ﹤0.01%
175,851
+85,438
2342
$6.11M ﹤0.01%
281,498
+39,508
2343
$6.1M ﹤0.01%
9,594
-4,727
2344
$6.1M ﹤0.01%
42,884
+6,715
2345
$6.09M ﹤0.01%
270,698
+73,042
2346
$6.09M ﹤0.01%
1,124,228
+2,088
2347
$6.09M ﹤0.01%
421,006
+185,366
2348
$6.09M ﹤0.01%
503,084
+22,898
2349
$6.07M ﹤0.01%
85,303
-24,503
2350
$6.06M ﹤0.01%
523,154
-150,159
92 93
94
95 96