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
2351
$6.06M ﹤0.01%
463,759
+2,085
2352
$6.05M ﹤0.01%
+209,357
2353
$6.04M ﹤0.01%
93,319
+22,680
2354
$6.04M ﹤0.01%
148,514
-22,914
2355
$6.03M ﹤0.01%
682,524
+308,056
2356
$6.02M ﹤0.01%
99,446
+22,056
2357
$6.02M ﹤0.01%
454,792
+208,418
2358
$6.01M ﹤0.01%
469,217
+53,731
2359
$6.01M ﹤0.01%
280,196
+201,944
2360
$6M ﹤0.01%
192,136
-400,730
2361
$6M ﹤0.01%
56,414
+11,770
2362
$6M ﹤0.01%
241,467
+49,485
2363
$6M ﹤0.01%
368,973
+45,565
2364
$5.99M ﹤0.01%
246,334
+982
2365
$5.99M ﹤0.01%
886,530
+111,501
2366
$5.98M ﹤0.01%
664,246
-45,195
2367
$5.97M ﹤0.01%
353,538
-89,211
2368
$5.97M ﹤0.01%
9,322
+7,852
2369
$5.97M ﹤0.01%
83,331
+20,545
2370
$5.97M ﹤0.01%
423,033
-135,759
2371
$5.97M ﹤0.01%
228,451
+87,325
2372
$5.97M ﹤0.01%
342,674
+32,818
2373
$5.96M ﹤0.01%
91,122
+22,223
2374
$5.96M ﹤0.01%
517,158
-1,407,856
2375
$5.96M ﹤0.01%
313,590
+42,324
93 94
95
96 97