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
2976
$3.26M ﹤0.01%
235,613
-2,507
2977
$3.26M ﹤0.01%
56,531
-177,310
2978
$3.26M ﹤0.01%
407,623
+173,252
2979
$3.25M ﹤0.01%
184,493
-2,849
2980
– –
0
2981
$3.23M ﹤0.01%
128,397
+1,048
2982
$3.23M ﹤0.01%
123,304
+7,862
2983
$3.22M ﹤0.01%
62,680
-7,850
2984
$3.22M ﹤0.01%
242,917
+20,988
2985
$3.22M ﹤0.01%
+111,478
2986
$3.22M ﹤0.01%
29,323
-20,233
2987
$3.21M ﹤0.01%
231,619
-10,219
2988
$3.2M ﹤0.01%
221,199
+181,741
2989
$3.2M ﹤0.01%
276,724
+22,555
2990
$3.19M ﹤0.01%
220,585
-28,918
2991
$3.19M ﹤0.01%
188,151
-368,664
2992
$3.18M ﹤0.01%
122,492
+53,349
2993
$3.18M ﹤0.01%
233,496
+3,648
2994
$3.17M ﹤0.01%
35,035
+1,572
2995
$3.17M ﹤0.01%
358,360
-67,557
2996
$3.16M ﹤0.01%
41,533
-45,935
2997
$3.16M ﹤0.01%
646,720
+368,535
2998
$3.15M ﹤0.01%
95,394
-565
2999
$3.15M ﹤0.01%
157,530
-123,544
3000
$3.15M ﹤0.01%
226,690
-124,318
118 119
120
121 122