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
2651
$4.59M ﹤0.01%
68,136
+23,496
2652
$4.59M ﹤0.01%
587,838
-167,892
2653
$4.59M ﹤0.01%
125,034
-3,844
2654
$4.59M ﹤0.01%
163,207
+6,977
2655
$4.58M ﹤0.01%
145,517
+12,285
2656
$4.58M ﹤0.01%
70,511
+11,183
2657
$4.58M ﹤0.01%
469,681
+18,719
2658
$4.58M ﹤0.01%
170,074
-7,186
2659
$4.58M ﹤0.01%
377,498
+8,554
2660
$4.57M ﹤0.01%
171,334
+41,452
2661
$4.56M ﹤0.01%
75,049
-114,171
2662
$4.56M ﹤0.01%
134,816
+92,896
2663
$4.55M ﹤0.01%
140,886
-1,426
2664
$4.55M ﹤0.01%
236,728
-829,705
2665
$4.55M ﹤0.01%
324,104
+9,860
2666
$4.53M ﹤0.01%
248,865
-20,787
2667
$4.53M ﹤0.01%
71,601
-29,254
2668
$4.52M ﹤0.01%
185,894
+41,325
2669
$4.52M ﹤0.01%
167,648
-19,342
2670
$4.51M ﹤0.01%
315,449
+132,339
2671
$4.51M ﹤0.01%
535,784
+338,460
2672
$4.51M ﹤0.01%
165,760
+4,418
2673
$4.51M ﹤0.01%
864,085
-72,749
2674
$4.5M ﹤0.01%
390,032
+21,653
2675
$4.5M ﹤0.01%
106,928
+66,149
105 106
107
108 109