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
301
$187M 0.07%
4,726,916
+157,637
302
$186M 0.07%
2,447,765
+749,560
303
$186M 0.07%
2,834,267
+587,407
304
$185M 0.07%
19,081,114
+1,469,178
305
$185M 0.07%
18,435,570
+376,955
306
$185M 0.07%
4,698,910
+4,566,137
307
$185M 0.07%
5,136,337
-939,462
308
$182M 0.07%
7,819,145
+286,784
309
$181M 0.07%
10,571,050
+1,632,782
310
$179M 0.07%
11,997,016
+3,556,501
311
$178M 0.07%
3,628,902
+93,802
312
$178M 0.07%
1,760,485
+66,431
313
$178M 0.07%
9,944,546
-459,978
314
$178M 0.07%
1,716,271
+26,675
315
$177M 0.07%
1,822,432
-2,538
316
$177M 0.07%
5,263,096
+235,221
317
$176M 0.07%
5,518,913
-635,626
318
$176M 0.07%
2,968,498
+89,686
319
$176M 0.07%
2,152,613
+370,384
320
$175M 0.07%
1,789,698
+45,494
321
$175M 0.07%
12,306,345
+207,081
322
$174M 0.07%
2,067,974
+167,897
323
$174M 0.07%
3,772,602
+36,622
324
$173M 0.07%
1,432,533
-94,070
325
$172M 0.07%
9,987,947
-3,684,607
11 12
13
14 15