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
3026
$3.09M ﹤0.01%
4,907
+3,478
3027
$3.09M ﹤0.01%
223,259
-63,732
3028
$3.09M ﹤0.01%
394,590
-1,711,416
3029
$3.09M ﹤0.01%
330,560
+274,313
3030
$3.09M ﹤0.01%
55,057
+9,959
3031
$3.08M ﹤0.01%
282,951
+48,684
3032
$3.08M ﹤0.01%
190,514
-2,454
3033
$3.08M ﹤0.01%
34,732
+1,313
3034
$3.08M ﹤0.01%
146,748
+714
3035
$3.08M ﹤0.01%
238,300
-5,450
3036
$3.07M ﹤0.01%
160,642
-5,540
3037
$3.07M ﹤0.01%
27,380
+16,622
3038
$3.07M ﹤0.01%
194,925
-35,258
3039
$3.07M ﹤0.01%
72,519
-3,064
3040
$3.07M ﹤0.01%
105,210
+14,326
3041
$3.06M ﹤0.01%
113,020
-27,883
3042
$3.05M ﹤0.01%
305,834
+142,302
3043
$3.04M ﹤0.01%
246,861
+14,784
3044
$3.04M ﹤0.01%
66,070
+37,994
3045
$3.03M ﹤0.01%
66,556
-2,362
3046
$3.03M ﹤0.01%
439,279
+349,925
3047
$3.03M ﹤0.01%
+120,969
3048
$3.03M ﹤0.01%
206,595
+4,299
3049
$3.03M ﹤0.01%
193,556
-26,834
3050
$3.03M ﹤0.01%
226,935
-5,738
120 121
122
123 124