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
3101
$2.83M ﹤0.01%
51,768
-10,037
3102
$2.83M ﹤0.01%
94,216
+8,285
3103
$2.83M ﹤0.01%
190,427
+75,025
3104
$2.83M ﹤0.01%
62,279
+16,977
3105
$2.82M ﹤0.01%
128,530
-12,130
3106
$2.82M ﹤0.01%
214,690
+7,888
3107
$2.82M ﹤0.01%
288,216
-202,818
3108
$2.82M ﹤0.01%
62,599
+10,569
3109
$2.81M ﹤0.01%
112,692
+10,788
3110
$2.81M ﹤0.01%
84,143
-102,996
3111
$2.81M ﹤0.01%
34,915
+17,994
3112
$2.81M ﹤0.01%
58,659
-9,736
3113
$2.8M ﹤0.01%
81,246
+14,345
3114
$2.8M ﹤0.01%
335,147
+36,014
3115
$2.8M ﹤0.01%
94,679
+76,687
3116
$2.79M ﹤0.01%
216,717
+15,335
3117
$2.79M ﹤0.01%
146,297
-65,309
3118
$2.78M ﹤0.01%
119,273
+10,710
3119
$2.78M ﹤0.01%
61,993
+35,239
3120
$2.77M ﹤0.01%
281,180
+88,608
3121
$2.77M ﹤0.01%
49,374
-101,854
3122
$2.76M ﹤0.01%
62,433
-207,416
3123
$2.76M ﹤0.01%
244,126
+46,724
3124
$2.75M ﹤0.01%
87,581
+35,886
3125
$2.74M ﹤0.01%
305,362
+12,319
123 124
125
126 127