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
2376
$5.95M ﹤0.01%
200,950
+54,289
2377
$5.95M ﹤0.01%
755,406
-124,262
2378
$5.94M ﹤0.01%
175,448
-185,647
2379
$5.94M ﹤0.01%
132,032
+107,468
2380
$5.94M ﹤0.01%
833,473
+209,085
2381
$5.92M ﹤0.01%
97,921
-71,780
2382
$5.92M ﹤0.01%
273,533
-1,706
2383
$5.91M ﹤0.01%
138,557
-163,794
2384
$5.91M ﹤0.01%
350,007
-65,737
2385
$5.9M ﹤0.01%
997,495
-41,740
2386
$5.9M ﹤0.01%
259,001
-201,308
2387
$5.9M ﹤0.01%
627,229
+362,034
2388
$5.89M ﹤0.01%
60,823
+15,590
2389
$5.89M ﹤0.01%
131,136
-157,470
2390
$5.88M ﹤0.01%
459,454
+47,648
2391
$5.88M ﹤0.01%
151,501
-6,911
2392
$5.86M ﹤0.01%
116,049
-6,576
2393
$5.86M ﹤0.01%
3,193
-1,339
2394
$5.85M ﹤0.01%
346,835
-48,382
2395
$5.85M ﹤0.01%
128,455
+7,414
2396
$5.85M ﹤0.01%
262,407
-144,077
2397
$5.84M ﹤0.01%
225,683
-57,550
2398
$5.84M ﹤0.01%
94,300
-323,708
2399
$5.84M ﹤0.01%
272,278
+65,626
2400
$5.83M ﹤0.01%
406,318
-318,051