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
3551
$1.61M ﹤0.01%
29,261
+2,674
3552
$1.61M ﹤0.01%
64,082
-5,400
3553
$1.61M ﹤0.01%
94,100
-12,690
3554
$1.61M ﹤0.01%
187,439
+97,095
3555
$1.61M ﹤0.01%
95,923
+71,871
3556
$1.61M ﹤0.01%
210,097
+29,124
3557
$1.6M ﹤0.01%
260,952
-20,000
3558
$1.6M ﹤0.01%
87,263
+59,785
3559
$1.6M ﹤0.01%
32,000
3560
$1.6M ﹤0.01%
105,575
+42,024
3561
$1.6M ﹤0.01%
18,731
-18,725
3562
$1.6M ﹤0.01%
54,781
-74,267
3563
$1.59M ﹤0.01%
37,761
-64,788
3564
$1.59M ﹤0.01%
100,850
+19,339
3565
$1.59M ﹤0.01%
58,503
+40,711
3566
$1.58M ﹤0.01%
60,598
-5,307
3567
$1.58M ﹤0.01%
63,366
+16,599
3568
$1.58M ﹤0.01%
14,424
+11,654
3569
$1.58M ﹤0.01%
198,865
-144,105
3570
$1.58M ﹤0.01%
23,010
-4,854
3571
$1.58M ﹤0.01%
93,315
-83,120
3572
$1.57M ﹤0.01%
108,538
-9,637
3573
$1.57M ﹤0.01%
25,151
+1,507
3574
$1.57M ﹤0.01%
126,942
-315,978
3575
$1.57M ﹤0.01%
+31,431
141 142
143
144 145