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
2451
$5.56M ﹤0.01%
110,444
-28,972
2452
$5.55M ﹤0.01%
168,934
+4,416
2453
$5.54M ﹤0.01%
426,795
+49,361
2454
$5.54M ﹤0.01%
176,378
+47,498
2455
$5.53M ﹤0.01%
250,579
-122,071
2456
$5.53M ﹤0.01%
398,082
-41,028
2457
$5.53M ﹤0.01%
56,774
-99,625
2458
$5.52M ﹤0.01%
200,372
+39,734
2459
$5.5M ﹤0.01%
435,281
+45,813
2460
$5.5M ﹤0.01%
140,493
+31,806
2461
$5.5M ﹤0.01%
157,182
+64,502
2462
$5.49M ﹤0.01%
163,438
-44,352
2463
$5.49M ﹤0.01%
204,878
+27,852
2464
$5.47M ﹤0.01%
169,174
-360,149
2465
$5.47M ﹤0.01%
114,463
+69,838
2466
$5.46M ﹤0.01%
197,945
+27,771
2467
$5.44M ﹤0.01%
229,366
+4,045
2468
$5.44M ﹤0.01%
229,677
-85,130
2469
$5.42M ﹤0.01%
1,469,994
-658,087
2470
$5.42M ﹤0.01%
330,597
-158,981
2471
$5.4M ﹤0.01%
81,581
+517
2472
$5.39M ﹤0.01%
168,125
-58,690
2473
$5.37M ﹤0.01%
65,392
+12,305
2474
$5.37M ﹤0.01%
249,637
+248,158
2475
$5.36M ﹤0.01%
401,355
+113,415