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
$260B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$527M
3
+$526M
4
BABA icon
Alibaba
BABA
+$503M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$449M

Top Sells

1
+$737M
2
+$642M
3
+$447M
4
DLTR icon
Dollar Tree
DLTR
+$438M
5
TXI
TEXAS INDUSTRIES INC
TXI
+$384M

Sector Composition

1 Technology 8.96%
2 Financials 8.77%
3 Healthcare 8.55%
4 Energy 7.46%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$4.96M ﹤0.01%
143,589
+8,502
2602
$4.96M ﹤0.01%
408,583
-60,501
2603
$4.94M ﹤0.01%
154,711
+52,048
2604
$4.94M ﹤0.01%
587,591
+54,538
2605
$4.92M ﹤0.01%
631,919
-156,726
2606
$4.92M ﹤0.01%
188,369
+84,377
2607
$4.91M ﹤0.01%
106,658
+48,148
2608
$4.89M ﹤0.01%
284,160
+85,491
2609
$4.88M ﹤0.01%
559,787
+104,123
2610
$4.86M ﹤0.01%
122,464
-37,920
2611
$4.86M ﹤0.01%
98,605
-30,817
2612
$4.86M ﹤0.01%
341,327
-141,802
2613
$4.85M ﹤0.01%
177,158
+6,866
2614
$4.85M ﹤0.01%
128,490
+82,414
2615
$4.84M ﹤0.01%
432,227
+349,928
2616
$4.83M ﹤0.01%
148,212
-79,232
2617
$4.82M ﹤0.01%
287,680
-112,119
2618
$4.81M ﹤0.01%
165,498
+25,112
2619
$4.81M ﹤0.01%
346,149
-129,849
2620
$4.81M ﹤0.01%
89,412
-68,759
2621
$4.8M ﹤0.01%
391,862
+58,606
2622
$4.79M ﹤0.01%
187,333
+15,141
2623
$4.78M ﹤0.01%
240,064
+52,270
2624
$4.76M ﹤0.01%
79,288
+22,722
2625
$4.76M ﹤0.01%
98,218
+1,488
103 104
105
106 107