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
2751
$4.1M ﹤0.01%
292,202
-178,217
2752
$4.09M ﹤0.01%
305,934
-4,091
2753
$4.09M ﹤0.01%
82,738
+5,406
2754
$4.08M ﹤0.01%
252,938
+80,923
2755
$4.08M ﹤0.01%
372,874
+9,116
2756
$4.07M ﹤0.01%
188,202
-55,050
2757
$4.07M ﹤0.01%
284,569
-59,620
2758
$4.06M ﹤0.01%
84,649
-1,446
2759
$4.06M ﹤0.01%
31,141
+746
2760
$4.06M ﹤0.01%
296,868
+58,585
2761
$4.06M ﹤0.01%
159,793
-3,296
2762
$4.05M ﹤0.01%
57,793
-26,433
2763
$4.04M ﹤0.01%
457,938
+70,377
2764
$4.04M ﹤0.01%
134,363
-35,069
2765
$4.04M ﹤0.01%
82,932
-165,867
2766
$4.03M ﹤0.01%
146,982
+35,453
2767
$4.03M ﹤0.01%
134,094
+38,316
2768
$4.02M ﹤0.01%
88,618
+64,698
2769
$4.02M ﹤0.01%
33,083
-50,505
2770
$4.01M ﹤0.01%
6,309
+423
2771
$4.01M ﹤0.01%
226,534
+77,936
2772
$4.01M ﹤0.01%
674,039
+328,019
2773
$4.01M ﹤0.01%
+652,026
2774
$4M ﹤0.01%
104,262
+2,116
2775
$4M ﹤0.01%
162,372
+1,344
109 110
111
112 113