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
2701
$4.34M ﹤0.01%
327,259
+104,960
2702
$4.33M ﹤0.01%
330,194
-153,904
2703
$4.31M ﹤0.01%
226,959
-72,074
2704
$4.3M ﹤0.01%
38,410
+14,177
2705
$4.3M ﹤0.01%
146,374
-9,443
2706
$4.3M ﹤0.01%
90,820
-22,588
2707
$4.29M ﹤0.01%
271,943
-15,731
2708
$4.28M ﹤0.01%
117,072
-7,240
2709
$4.28M ﹤0.01%
83,401
-132,958
2710
$4.28M ﹤0.01%
115,217
-15,322
2711
$4.27M ﹤0.01%
276,769
+118,720
2712
$4.27M ﹤0.01%
329,411
-29,556
2713
$4.27M ﹤0.01%
314,969
+35,058
2714
$4.27M ﹤0.01%
275,033
-21,162
2715
$4.26M ﹤0.01%
384,758
-347,803
2716
$4.26M ﹤0.01%
448,619
+48,929
2717
$4.25M ﹤0.01%
197,853
+28,627
2718
$4.24M ﹤0.01%
309,625
-347,041
2719
$4.23M ﹤0.01%
44,195
+19,393
2720
$4.23M ﹤0.01%
82,740
-7,307
2721
$4.23M ﹤0.01%
814,948
-35,456
2722
$4.23M ﹤0.01%
392,915
-138,287
2723
$4.22M ﹤0.01%
325,163
+200,507
2724
$4.22M ﹤0.01%
133,384
-28,141
2725
$4.21M ﹤0.01%
76,410
+7,308
107 108
109
110 111