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
2926
$3.44M ﹤0.01%
118,296
-1,054
2927
$3.44M ﹤0.01%
290,591
-11,530
2928
$3.43M ﹤0.01%
69,166
+6,029
2929
$3.42M ﹤0.01%
113,195
+29,219
2930
$3.42M ﹤0.01%
87,254
-1,192
2931
$3.42M ﹤0.01%
54,638
-27,622
2932
$3.42M ﹤0.01%
123,770
-7,695
2933
$3.42M ﹤0.01%
62,033
+34,993
2934
$3.41M ﹤0.01%
580,389
+464,908
2935
$3.41M ﹤0.01%
134,124
+108,302
2936
$3.41M ﹤0.01%
71,694
-9,754
2937
$3.4M ﹤0.01%
164,960
+2,360
2938
$3.4M ﹤0.01%
136,069
+26,879
2939
$3.4M ﹤0.01%
31,009
+12,639
2940
$3.4M ﹤0.01%
199,480
+2,810
2941
$3.39M ﹤0.01%
236,658
+9,374
2942
$3.39M ﹤0.01%
134,508
+36,867
2943
$3.39M ﹤0.01%
100,608
-13,900
2944
$3.39M ﹤0.01%
17,123
+2,702
2945
$3.38M ﹤0.01%
147,528
-35,519
2946
$3.38M ﹤0.01%
73,601
+56,167
2947
$3.37M ﹤0.01%
389,956
+29,938
2948
$3.37M ﹤0.01%
2,204
-217
2949
$3.36M ﹤0.01%
8,485
+562
2950
$3.36M ﹤0.01%
86,308
+57,392
116 117
118
119 120