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
3276
$2.24M ﹤0.01%
88,879
+20,174
3277
$2.24M ﹤0.01%
362,407
-6,838
3278
$2.24M ﹤0.01%
151,613
+58,568
3279
$2.23M ﹤0.01%
21,843
-4,192
3280
$2.23M ﹤0.01%
88,616
+57,615
3281
$2.23M ﹤0.01%
196,002
+119,763
3282
$2.23M ﹤0.01%
32,471
+31,309
3283
$2.23M ﹤0.01%
112,230
-25,578
3284
$2.23M ﹤0.01%
75,318
-5,801
3285
$2.23M ﹤0.01%
133,700
+14,325
3286
$2.23M ﹤0.01%
82,831
+45,251
3287
$2.22M ﹤0.01%
271,027
-555,684
3288
$2.22M ﹤0.01%
50,348
+26,728
3289
$2.22M ﹤0.01%
266,573
+126,898
3290
$2.22M ﹤0.01%
42,900
-29,857
3291
$2.22M ﹤0.01%
86,374
+3,568
3292
$2.21M ﹤0.01%
93,367
+40,610
3293
$2.21M ﹤0.01%
67,968
+20,722
3294
$2.21M ﹤0.01%
56,499
-26,458
3295
$2.2M ﹤0.01%
196,227
+14,393
3296
$2.2M ﹤0.01%
11,665
+7,836
3297
$2.2M ﹤0.01%
149,399
+22,755
3298
$2.19M ﹤0.01%
171,123
+71,137
3299
$2.19M ﹤0.01%
57,919
-30,639
3300
$2.19M ﹤0.01%
132,724
+114,114
130 131
132
133 134