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
3001
$3.15M ﹤0.01%
104,433
+10,219
3002
$3.15M ﹤0.01%
171,708
-135,972
3003
$3.14M ﹤0.01%
154,407
+55,787
3004
$3.14M ﹤0.01%
50,614
+18,934
3005
$3.14M ﹤0.01%
616,966
-81,496
3006
$3.14M ﹤0.01%
186,948
+46,251
3007
$3.14M ﹤0.01%
69,452
-2,971
3008
$3.14M ﹤0.01%
346,444
-12,932
3009
$3.13M ﹤0.01%
572,128
+565,128
3010
$3.13M ﹤0.01%
228,001
-13,560
3011
$3.13M ﹤0.01%
121,226
-412,308
3012
$3.12M ﹤0.01%
59,708
+2,200
3013
$3.12M ﹤0.01%
62,415
+1,306
3014
$3.12M ﹤0.01%
131,313
-7,011
3015
$3.12M ﹤0.01%
110,108
+8,416
3016
$3.12M ﹤0.01%
122,480
+50,556
3017
$3.11M ﹤0.01%
277,433
+6,633
3018
$3.11M ﹤0.01%
94,639
-8,741
3019
$3.11M ﹤0.01%
+175,384
3020
$3.11M ﹤0.01%
48,990
+48,030
3021
$3.11M ﹤0.01%
93,126
-69,321
3022
$3.1M ﹤0.01%
36,219
+346
3023
$3.1M ﹤0.01%
254,045
+1,597
3024
$3.1M ﹤0.01%
263,901
+3,384
3025
$3.1M ﹤0.01%
250,653
+238,004
119 120
121
122 123