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
3251
$2.3M ﹤0.01%
141,914
-474,123
3252
$2.3M ﹤0.01%
34,534
-47,735
3253
$2.3M ﹤0.01%
166,725
-250,406
3254
$2.3M ﹤0.01%
89,521
-1,099
3255
$2.29M ﹤0.01%
168,706
-53,205
3256
$2.29M ﹤0.01%
100,693
+81,563
3257
$2.29M ﹤0.01%
66,266
-57,796
3258
$2.29M ﹤0.01%
95,871
+18,924
3259
$2.29M ﹤0.01%
1,268,448
+1,026,000
3260
$2.29M ﹤0.01%
144,450
+77,074
3261
$2.29M ﹤0.01%
159,541
-1,249
3262
$2.28M ﹤0.01%
76,040
+42,676
3263
$2.27M ﹤0.01%
51,224
-21,720
3264
$2.27M ﹤0.01%
74,370
-27,814
3265
$2.27M ﹤0.01%
55,062
-215,227
3266
$2.27M ﹤0.01%
52,255
+11,725
3267
$2.27M ﹤0.01%
92,285
+32,374
3268
$2.26M ﹤0.01%
106,440
-50,854
3269
$2.26M ﹤0.01%
37,834
-529
3270
$2.26M ﹤0.01%
83,649
+9,262
3271
$2.25M ﹤0.01%
187,824
+39,456
3272
$2.25M ﹤0.01%
346,164
+34,955
3273
$2.25M ﹤0.01%
62,199
-39,380
3274
$2.24M ﹤0.01%
84,312
+12,336
3275
$2.24M ﹤0.01%
326,576
+150,578
129 130
131
132 133