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
3301
$2.19M ﹤0.01%
94,858
+88,134
3302
$2.18M ﹤0.01%
78,440
-84,480
3303
$2.18M ﹤0.01%
112,410
+25,740
3304
$2.18M ﹤0.01%
100,108
-24,849
3305
$2.17M ﹤0.01%
64,316
-2,019
3306
$2.17M ﹤0.01%
119,576
-31,704
3307
$2.17M ﹤0.01%
75,486
+27,681
3308
$2.17M ﹤0.01%
136,130
-25,954
3309
$2.17M ﹤0.01%
138,013
-31,093
3310
$2.17M ﹤0.01%
203,284
-2,447
3311
$2.16M ﹤0.01%
132,065
+82,125
3312
$2.16M ﹤0.01%
24,958
+6,039
3313
$2.16M ﹤0.01%
58,497
+1,189
3314
$2.16M ﹤0.01%
80,015
-122,434
3315
$2.16M ﹤0.01%
76,008
-32,702
3316
$2.15M ﹤0.01%
43,852
+2,904
3317
$2.15M ﹤0.01%
120,756
+109,822
3318
$2.15M ﹤0.01%
12,579
-6,571
3319
$2.15M ﹤0.01%
185,611
-39,218
3320
$2.15M ﹤0.01%
57,184
+30,210
3321
$2.15M ﹤0.01%
110,738
-8,834
3322
$2.14M ﹤0.01%
125,670
+17,075
3323
$2.14M ﹤0.01%
100,490
-42,765
3324
$2.14M ﹤0.01%
223,395
-77,884
3325
$2.14M ﹤0.01%
101,329
-8,447
131 132
133
134 135