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
2726
$4.21M ﹤0.01%
216,176
+35,498
2727
$4.21M ﹤0.01%
411,138
-16,438
2728
$4.21M ﹤0.01%
40,017
+9,776
2729
$4.2M ﹤0.01%
215,625
-93,761
2730
$4.2M ﹤0.01%
79,870
+34,312
2731
$4.19M ﹤0.01%
151,984
+7,976
2732
$4.19M ﹤0.01%
340,899
-113,701
2733
$4.18M ﹤0.01%
102,406
+11,986
2734
$4.18M ﹤0.01%
197,199
+45,365
2735
$4.18M ﹤0.01%
150,195
-80,170
2736
$4.17M ﹤0.01%
150,877
-14,572
2737
$4.17M ﹤0.01%
76,078
+6,798
2738
$4.17M ﹤0.01%
106,067
-13,386
2739
$4.16M ﹤0.01%
241,317
+34,944
2740
$4.15M ﹤0.01%
276,323
+83,637
2741
$4.14M ﹤0.01%
79,627
-87,390
2742
$4.13M ﹤0.01%
68,734
+63,201
2743
$4.13M ﹤0.01%
1,015
-995
2744
$4.12M ﹤0.01%
138,098
+37,172
2745
$4.12M ﹤0.01%
346,102
+301,291
2746
$4.12M ﹤0.01%
744,230
+33,452
2747
$4.12M ﹤0.01%
93,411
-20,336
2748
$4.11M ﹤0.01%
132,730
+2,394
2749
$4.1M ﹤0.01%
+1,236,179
2750
$4.1M ﹤0.01%
107,713
-3,849
108 109
110
111 112