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 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$210M 0.08%
10,521,176
+308,414
277
$208M 0.08%
3,225,079
+317,040
278
$208M 0.08%
1,288,620
-65,463
279
$207M 0.08%
9,714,274
+3,981,328
280
$206M 0.08%
3,654,443
-4,060,386
281
$205M 0.08%
2,233,456
+127,567
282
$204M 0.08%
1,638,564
-3,751
283
$201M 0.08%
2,936,727
-298,456
284
$201M 0.08%
3,296,869
-8,071
285
$199M 0.08%
3,815,823
+211,395
286
$199M 0.08%
3,455,053
+964,811
287
$198M 0.08%
1,758,291
-394,953
288
$197M 0.08%
2,280,206
+270,068
289
$196M 0.08%
16,713,285
+184,470
290
$196M 0.08%
3,957,171
+380,268
291
$196M 0.08%
5,079,708
-1,912,458
292
$194M 0.07%
2,847,911
+1,596,088
293
$193M 0.07%
4,709,346
-739,447
294
$192M 0.07%
3,072,243
-1,096,370
295
$192M 0.07%
2,524,125
+435,665
296
$191M 0.07%
5,847,216
+2,396,022
297
$191M 0.07%
2,550,777
+573,617
298
$190M 0.07%
1,633,261
+27,806
299
$190M 0.07%
2,955,075
+131,418
300
$187M 0.07%
3,705,001
-281,035
10 11
12
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