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
3401
$1.94M ﹤0.01%
290,853
+238,825
3402
$1.94M ﹤0.01%
96,333
+11,200
3403
$1.94M ﹤0.01%
35,045
-9,141
3404
$1.94M ﹤0.01%
45,440
-4,093
3405
$1.93M ﹤0.01%
99,636
-19,428
3406
$1.93M ﹤0.01%
160,107
+134,166
3407
$1.93M ﹤0.01%
52,368
-2,962
3408
$1.93M ﹤0.01%
564,730
+238,297
3409
$1.93M ﹤0.01%
61,014
+6,069
3410
$1.93M ﹤0.01%
564,587
+403,194
3411
$1.93M ﹤0.01%
53,707
+43,679
3412
$1.92M ﹤0.01%
50,897
-691
3413
$1.92M ﹤0.01%
479,929
+143,519
3414
$1.92M ﹤0.01%
48,164
-13,966
3415
$1.92M ﹤0.01%
127,770
+42,707
3416
$1.92M ﹤0.01%
54,891
-6,932
3417
$1.91M ﹤0.01%
113,829
-55,723
3418
$1.91M ﹤0.01%
97,959
-4,631
3419
$1.91M ﹤0.01%
263,174
-222,154
3420
$1.91M ﹤0.01%
55,488
+1,774
3421
$1.91M ﹤0.01%
171,819
-141,030
3422
$1.91M ﹤0.01%
44,395
+2,473
3423
$1.91M ﹤0.01%
61,970
+26,762
3424
$1.9M ﹤0.01%
112,087
+26,197
3425
$1.9M ﹤0.01%
62,148
-271,830
135 136
137
138 139