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
2801
$3.87M ﹤0.01%
143,477
+108,383
2802
$3.87M ﹤0.01%
26,105
-21,980
2803
$3.87M ﹤0.01%
32,967
-25,039
2804
$3.87M ﹤0.01%
151,981
-31,662
2805
$3.86M ﹤0.01%
324,078
+240,150
2806
$3.85M ﹤0.01%
93,234
-1,569
2807
$3.84M ﹤0.01%
303,857
+27,721
2808
$3.84M ﹤0.01%
451,249
+124,576
2809
$3.84M ﹤0.01%
262,085
-13,826
2810
$3.83M ﹤0.01%
67,768
-42,608
2811
$3.83M ﹤0.01%
276,812
+8,827
2812
$3.83M ﹤0.01%
236,127
+69,329
2813
$3.83M ﹤0.01%
65,217
+19,048
2814
$3.82M ﹤0.01%
113,298
-377,328
2815
$3.82M ﹤0.01%
64,492
-17,638
2816
$3.81M ﹤0.01%
201,224
+192,100
2817
$3.81M ﹤0.01%
152,303
+115,575
2818
$3.81M ﹤0.01%
231,286
+2,228
2819
$3.8M ﹤0.01%
61,211
-20,354
2820
$3.8M ﹤0.01%
293,730
+2,105
2821
$3.8M ﹤0.01%
157,184
-41,940
2822
$3.79M ﹤0.01%
673,891
+102,821
2823
$3.79M ﹤0.01%
280,993
-19,089
2824
$3.79M ﹤0.01%
75,644
+48,816
2825
$3.78M ﹤0.01%
91,278
+27,280
111 112
113
114 115