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
2676
$4.49M ﹤0.01%
98,119
-6,050
2677
$4.49M ﹤0.01%
372,339
+121,720
2678
$4.49M ﹤0.01%
241,466
+50,103
2679
$4.47M ﹤0.01%
308,334
-153,258
2680
$4.46M ﹤0.01%
322,904
+314,226
2681
$4.46M ﹤0.01%
325,012
+29,667
2682
$4.46M ﹤0.01%
143,081
-31,861
2683
$4.46M ﹤0.01%
119,673
-45,345
2684
$4.46M ﹤0.01%
439,119
+55,209
2685
$4.45M ﹤0.01%
179,223
-684,824
2686
$4.44M ﹤0.01%
156,953
+41,562
2687
$4.44M ﹤0.01%
172,392
+59,236
2688
$4.43M ﹤0.01%
122,742
+2,190
2689
$4.42M ﹤0.01%
90,143
-16,963
2690
$4.41M ﹤0.01%
178,406
+17,607
2691
$4.41M ﹤0.01%
192,131
-482,254
2692
$4.41M ﹤0.01%
209,461
+131,603
2693
$4.4M ﹤0.01%
149,384
-37,547
2694
$4.4M ﹤0.01%
260,098
+33,733
2695
$4.38M ﹤0.01%
338,664
+63,331
2696
$4.37M ﹤0.01%
348,842
+56,754
2697
$4.36M ﹤0.01%
271,038
+106,456
2698
$4.35M ﹤0.01%
935,364
-459,665
2699
$4.35M ﹤0.01%
47,394
+18,624
2700
$4.34M ﹤0.01%
162,590
-83,387
106 107
108
109 110