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
3051
$3.02M ﹤0.01%
66,148
-7,858
3052
$3.02M ﹤0.01%
17,497
-371
3053
$3.02M ﹤0.01%
365,920
+274,670
3054
$3.01M ﹤0.01%
72,694
+32,736
3055
$3.01M ﹤0.01%
379,866
-1,700,496
3056
$3.01M ﹤0.01%
88,276
+3,047
3057
$3.01M ﹤0.01%
205,551
+88,919
3058
$3M ﹤0.01%
118,142
+26,852
3059
$3M ﹤0.01%
151,762
+14,297
3060
$3M ﹤0.01%
96,388
+46,896
3061
$3M ﹤0.01%
140,535
-499,583
3062
$3M ﹤0.01%
428,246
-9,809
3063
$3M ﹤0.01%
69,987
+5,800
3064
$3M ﹤0.01%
19,153
+4,880
3065
$2.99M ﹤0.01%
71,382
+3,703
3066
$2.99M ﹤0.01%
152,806
-32,809
3067
$2.99M ﹤0.01%
67,077
+6,072
3068
$2.98M ﹤0.01%
118,967
+27,820
3069
$2.98M ﹤0.01%
50,606
+3,742
3070
$2.98M ﹤0.01%
178,135
-818
3071
$2.97M ﹤0.01%
436,067
-118,808
3072
$2.97M ﹤0.01%
403,984
+249,424
3073
$2.97M ﹤0.01%
+205,918
3074
$2.96M ﹤0.01%
142,117
+20,370
3075
$2.96M ﹤0.01%
33,488
+18,749
121 122
123
124 125