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
2426
$5.68M ﹤0.01%
114,442
+43,816
2427
$5.68M ﹤0.01%
152,360
-50,428
2428
$5.67M ﹤0.01%
589,759
+85,996
2429
$5.67M ﹤0.01%
94,313
-107,215
2430
$5.66M ﹤0.01%
43,970
+5,811
2431
$5.66M ﹤0.01%
405,646
+46,535
2432
$5.65M ﹤0.01%
100,377
+85,982
2433
$5.65M ﹤0.01%
64,732
+32,354
2434
$5.64M ﹤0.01%
223,305
+90,279
2435
$5.63M ﹤0.01%
523,845
+58,352
2436
$5.62M ﹤0.01%
19,801
+3,420
2437
$5.61M ﹤0.01%
183,739
+43,619
2438
$5.61M ﹤0.01%
671,133
-338,689
2439
$5.61M ﹤0.01%
137,769
-32,829
2440
$5.6M ﹤0.01%
221,025
+21,966
2441
$5.6M ﹤0.01%
452,230
+101,077
2442
$5.6M ﹤0.01%
242,604
+15,429
2443
$5.6M ﹤0.01%
120,634
-295,826
2444
$5.59M ﹤0.01%
171,149
+138,911
2445
$5.58M ﹤0.01%
246,623
-58,489
2446
$5.58M ﹤0.01%
194,122
+173,271
2447
$5.58M ﹤0.01%
222,504
+83,576
2448
$5.56M ﹤0.01%
205,003
-45,302
2449
$5.56M ﹤0.01%
95,313
-100
2450
$5.56M ﹤0.01%
525,306
-7,706