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
3076
$2.96M ﹤0.01%
230,280
+42,213
3077
$2.95M ﹤0.01%
393,860
+13,219
3078
$2.95M ﹤0.01%
98,302
+8,820
3079
$2.94M ﹤0.01%
65,920
-3,981
3080
$2.94M ﹤0.01%
149,888
-33,222
3081
$2.93M ﹤0.01%
115,930
-50,163
3082
$2.93M ﹤0.01%
131,994
+7,482
3083
$2.93M ﹤0.01%
205,753
+78,861
3084
$2.92M ﹤0.01%
185,582
+85,980
3085
$2.91M ﹤0.01%
317,713
-211,332
3086
$2.91M ﹤0.01%
31,243
+21,183
3087
$2.9M ﹤0.01%
10,348
+1,403
3088
$2.9M ﹤0.01%
62,048
-90,810
3089
$2.89M ﹤0.01%
83,888
+47,789
3090
$2.88M ﹤0.01%
142,411
+80,951
3091
$2.88M ﹤0.01%
231,300
+1,177
3092
$2.87M ﹤0.01%
221,876
-4,758
3093
$2.87M ﹤0.01%
153,342
+27,048
3094
$2.86M ﹤0.01%
146,094
-16,245
3095
$2.86M ﹤0.01%
107,348
+9,431
3096
$2.85M ﹤0.01%
17,918
-871
3097
$2.85M ﹤0.01%
111,190
-26,168
3098
$2.84M ﹤0.01%
211,868
+108,731
3099
$2.84M ﹤0.01%
93,048
+1,139
3100
$2.83M ﹤0.01%
175,890
+170
122 123
124
125 126