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
3126
$2.73M ﹤0.01%
195,462
+10,979
3127
$2.72M ﹤0.01%
43,120
-4,560
3128
$2.72M ﹤0.01%
64,454
+4,001
3129
$2.72M ﹤0.01%
239,964
-68,150
3130
$2.72M ﹤0.01%
95,379
-61,732
3131
$2.71M ﹤0.01%
24,614
+14,014
3132
$2.71M ﹤0.01%
109,421
+30,531
3133
$2.71M ﹤0.01%
44,439
+16,525
3134
$2.7M ﹤0.01%
108,535
-2,430
3135
$2.69M ﹤0.01%
88,162
-21,158
3136
$2.69M ﹤0.01%
81,660
-15,830
3137
$2.69M ﹤0.01%
59,632
+14,567
3138
$2.69M ﹤0.01%
108,937
+100,875
3139
$2.69M ﹤0.01%
440,614
-336,320
3140
$2.68M ﹤0.01%
205,563
-35,259
3141
$2.68M ﹤0.01%
104,182
-414,387
3142
$2.67M ﹤0.01%
43,579
+9,637
3143
$2.67M ﹤0.01%
152,607
-12,674
3144
$2.67M ﹤0.01%
193,274
-29,191
3145
$2.66M ﹤0.01%
111,396
-58,150
3146
$2.66M ﹤0.01%
331,683
+8
3147
$2.66M ﹤0.01%
39,534
-86,577
3148
$2.66M ﹤0.01%
163,527
-43,855
3149
$2.66M ﹤0.01%
413,012
+134,144
3150
$2.66M ﹤0.01%
102,840
-28,521
124 125
126
127 128