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
3226
$2.4M ﹤0.01%
35,863
+3,176
3227
$2.39M ﹤0.01%
63,666
+3,351
3228
$2.39M ﹤0.01%
124,498
-23,697
3229
$2.39M ﹤0.01%
210,420
-150,236
3230
$2.38M ﹤0.01%
+10,142
3231
$2.38M ﹤0.01%
223,666
+84,770
3232
$2.38M ﹤0.01%
459,287
+187,611
3233
$2.37M ﹤0.01%
34,908
+17,426
3234
$2.37M ﹤0.01%
156,166
-57,070
3235
$2.37M ﹤0.01%
85,333
-16,668
3236
$2.37M ﹤0.01%
96,576
+33,144
3237
$2.36M ﹤0.01%
+963
3238
$2.36M ﹤0.01%
38,773
+1,504
3239
$2.36M ﹤0.01%
436,599
-970,171
3240
$2.36M ﹤0.01%
188,404
-578
3241
$2.35M ﹤0.01%
1,158,472
+189,006
3242
$2.35M ﹤0.01%
117,363
-4,533
3243
$2.35M ﹤0.01%
60,078
+17,953
3244
$2.35M ﹤0.01%
113,747
-63,775
3245
$2.34M ﹤0.01%
90,206
-1,500
3246
$2.34M ﹤0.01%
36,452
+14,757
3247
$2.34M ﹤0.01%
322,223
+53,573
3248
$2.34M ﹤0.01%
169,759
+23,112
3249
$2.33M ﹤0.01%
90,869
+16,333
3250
$2.33M ﹤0.01%
168,948
-353,975
128 129
130
131 132