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
3351
$2.05M ﹤0.01%
86,764
-2,017
3352
$2.05M ﹤0.01%
112,481
-632
3353
$2.05M ﹤0.01%
104,868
-19,265
3354
$2.04M ﹤0.01%
66,205
+23,491
3355
$2.04M ﹤0.01%
59,357
+43,201
3356
$2.04M ﹤0.01%
+130,623
3357
$2.04M ﹤0.01%
53,049
+671
3358
$2.04M ﹤0.01%
32,697
-34,592
3359
$2.04M ﹤0.01%
206,122
+29,070
3360
$2.04M ﹤0.01%
155,738
-3,097
3361
$2.04M ﹤0.01%
54,889
-15,903
3362
$2.04M ﹤0.01%
256,636
-85,324
3363
$2.03M ﹤0.01%
200,818
-10,254
3364
$2.03M ﹤0.01%
45,327
-201,101
3365
$2.02M ﹤0.01%
10,506
+8,573
3366
$2.02M ﹤0.01%
2,055
+1,294
3367
$2.02M ﹤0.01%
76,730
-57,360
3368
$2.02M ﹤0.01%
+154,139
3369
$2.02M ﹤0.01%
80,214
+18,148
3370
$2.02M ﹤0.01%
862,967
-496,140
3371
$2.01M ﹤0.01%
201,797
-773,848
3372
$2.01M ﹤0.01%
809,170
-450,850
3373
$2M ﹤0.01%
207,250
+110,152
3374
$2M ﹤0.01%
149,615
+6,695
3375
$2M ﹤0.01%
77,765
+49,555
133 134
135
136 137