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
2951
$3.36M ﹤0.01%
105,139
-13,513
2952
$3.36M ﹤0.01%
74,521
-159,847
2953
$3.35M ﹤0.01%
191,518
-45,830
2954
$3.34M ﹤0.01%
39,701
-42
2955
$3.34M ﹤0.01%
143,080
-35,113
2956
$3.33M ﹤0.01%
343,382
+20,007
2957
$3.33M ﹤0.01%
112,135
+100,536
2958
$3.33M ﹤0.01%
118,594
+27,748
2959
$3.33M ﹤0.01%
68,509
+7,809
2960
$3.33M ﹤0.01%
285,483
-8,838
2961
$3.32M ﹤0.01%
143,238
-44,705
2962
$3.31M ﹤0.01%
133,433
-11,201
2963
$3.31M ﹤0.01%
24,539
-57,311
2964
$3.31M ﹤0.01%
646,785
+209,461
2965
$3.31M ﹤0.01%
44,284
-1,616
2966
$3.3M ﹤0.01%
154,255
-72,562
2967
$3.3M ﹤0.01%
141,738
+3,797
2968
$3.29M ﹤0.01%
51,372
+26,748
2969
$3.29M ﹤0.01%
268,617
+6,871
2970
$3.28M ﹤0.01%
58,245
-14,157
2971
$3.28M ﹤0.01%
+107,127
2972
$3.28M ﹤0.01%
74,765
+42,103
2973
$3.27M ﹤0.01%
359,748
+59,102
2974
$3.27M ﹤0.01%
80,326
-10,209
2975
$3.27M ﹤0.01%
330,384
+200,546
117 118
119
120 121