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
3426
$1.89M ﹤0.01%
77,461
-6,181
3427
$1.89M ﹤0.01%
147,377
-8,803
3428
$1.89M ﹤0.01%
74,865
-58,614
3429
$1.89M ﹤0.01%
43,805
-13,345
3430
$1.89M ﹤0.01%
76,039
+37,680
3431
$1.88M ﹤0.01%
569,277
+303,573
3432
$1.88M ﹤0.01%
482,918
-704,676
3433
$1.88M ﹤0.01%
133,973
-642
3434
$1.88M ﹤0.01%
122,342
+37,751
3435
$1.88M ﹤0.01%
6,285
+2,231
3436
$1.87M ﹤0.01%
96,120
+26,065
3437
$1.87M ﹤0.01%
182,424
+96,552
3438
$1.87M ﹤0.01%
1,048
-2,097
3439
$1.86M ﹤0.01%
67,952
+951
3440
$1.86M ﹤0.01%
43,760
-974
3441
$1.86M ﹤0.01%
1,845,891
+722,864
3442
$1.86M ﹤0.01%
166,855
+149,291
3443
$1.86M ﹤0.01%
148,015
-218
3444
$1.86M ﹤0.01%
63,785
+24,261
3445
$1.86M ﹤0.01%
200,734
+164,226
3446
$1.85M ﹤0.01%
27,456
+1,775
3447
$1.85M ﹤0.01%
50,238
-53,326
3448
$1.85M ﹤0.01%
136,353
-5,261
3449
$1.85M ﹤0.01%
76,256
-867
3450
$1.85M ﹤0.01%
41,791
+27,841
136 137
138
139 140