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
2626
$4.75M ﹤0.01%
145,067
-61,052
2627
$4.75M ﹤0.01%
337,758
-6,846
2628
$4.74M ﹤0.01%
182,932
+20,131
2629
$4.74M ﹤0.01%
110,646
-17,649
2630
$4.73M ﹤0.01%
243,437
-19,177
2631
$4.71M ﹤0.01%
394,448
+6,917
2632
$4.71M ﹤0.01%
77,744
+17,485
2633
$4.71M ﹤0.01%
212,760
-10,188
2634
$4.7M ﹤0.01%
274,205
-139,898
2635
$4.69M ﹤0.01%
548,736
-83,151
2636
$4.68M ﹤0.01%
194,037
-353,108
2637
$4.68M ﹤0.01%
373,254
-112,799
2638
$4.66M ﹤0.01%
181,517
-105,684
2639
$4.66M ﹤0.01%
114,781
-264,707
2640
$4.66M ﹤0.01%
233,841
-17,361
2641
$4.65M ﹤0.01%
163,589
-74,150
2642
$4.65M ﹤0.01%
96,779
-6,968
2643
$4.64M ﹤0.01%
107,742
+1,450
2644
$4.64M ﹤0.01%
403,899
-63,987
2645
$4.63M ﹤0.01%
126,057
+17,003
2646
$4.62M ﹤0.01%
192,709
-99,016
2647
$4.62M ﹤0.01%
104,007
-26,024
2648
$4.62M ﹤0.01%
110,755
+8,957
2649
$4.61M ﹤0.01%
112,114
+16,176
2650
$4.6M ﹤0.01%
165,004
+14,934
104 105
106
107 108