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
3626
$1.5M ﹤0.01%
87,677
+58,618
3627
$1.5M ﹤0.01%
29,791
+10,761
3628
$1.5M ﹤0.01%
381,536
-241,312
3629
$1.49M ﹤0.01%
106,217
+3,639
3630
$1.49M ﹤0.01%
265,666
-88,789
3631
$1.49M ﹤0.01%
103,269
+8,720
3632
$1.49M ﹤0.01%
48,994
-16,962
3633
$1.48M ﹤0.01%
47,341
+5,033
3634
$1.48M ﹤0.01%
80,620
-20,354
3635
$1.48M ﹤0.01%
39,562
-152,763
3636
$1.48M ﹤0.01%
119,748
-6,271
3637
$1.48M ﹤0.01%
51,702
-147,056
3638
$1.47M ﹤0.01%
73,168
+4,334
3639
$1.47M ﹤0.01%
101,402
+10,968
3640
$1.47M ﹤0.01%
6,492
+552
3641
$1.47M ﹤0.01%
46,426
-10,904
3642
$1.47M ﹤0.01%
13,349
+3,578
3643
$1.47M ﹤0.01%
151,609
+125,505
3644
$1.47M ﹤0.01%
42,916
-27,179
3645
$1.47M ﹤0.01%
117,518
-4,935
3646
$1.47M ﹤0.01%
152,325
+76,835
3647
$1.46M ﹤0.01%
26,979
+14,289
3648
$1.46M ﹤0.01%
29,982
+19,037
3649
$1.46M ﹤0.01%
174,810
-6,468
3650
$1.46M ﹤0.01%
128,709
+21,324
144 145
146
147 148