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
2776
$4M ﹤0.01%
96,914
+27,980
2777
$4M ﹤0.01%
3,173
-2,213
2778
$3.99M ﹤0.01%
236,580
-3,915
2779
$3.99M ﹤0.01%
176,298
+75,158
2780
$3.98M ﹤0.01%
107,200
+10,958
2781
$3.98M ﹤0.01%
141,728
+67,950
2782
$3.97M ﹤0.01%
363,615
-79,327
2783
$3.96M ﹤0.01%
120,391
-139
2784
$3.95M ﹤0.01%
154,068
+72,360
2785
$3.95M ﹤0.01%
14,852
+1,167
2786
$3.94M ﹤0.01%
789,665
+11,250
2787
$3.94M ﹤0.01%
99,744
+3,871
2788
$3.94M ﹤0.01%
1,468,740
-28,437
2789
$3.93M ﹤0.01%
220,825
+66,096
2790
$3.93M ﹤0.01%
98,658
-15,540
2791
$3.93M ﹤0.01%
69,380
+25,226
2792
$3.92M ﹤0.01%
147,507
+5,247
2793
$3.92M ﹤0.01%
38,118
-58,211
2794
$3.92M ﹤0.01%
103,048
-22,508
2795
$3.9M ﹤0.01%
141,053
+2,410
2796
$3.89M ﹤0.01%
352,704
-29,876
2797
$3.89M ﹤0.01%
173,468
+27,398
2798
$3.88M ﹤0.01%
218,766
+26,710
2799
$3.88M ﹤0.01%
115,445
+3,572
2800
$3.87M ﹤0.01%
300,297
-2,419
110 111
112
113 114