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
3651
$1.46M ﹤0.01%
33,905
-11,613
3652
$1.46M ﹤0.01%
80,262
+4,007
3653
$1.45M ﹤0.01%
126,204
+54,644
3654
$1.45M ﹤0.01%
46,931
-6,778
3655
$1.45M ﹤0.01%
142,962
+57,416
3656
$1.45M ﹤0.01%
49,786
-895
3657
$1.45M ﹤0.01%
297,707
+185,334
3658
$1.44M ﹤0.01%
38,340
+19,324
3659
$1.44M ﹤0.01%
199,808
+158,459
3660
$1.44M ﹤0.01%
68,053
-6,117
3661
$1.44M ﹤0.01%
80,413
+27,372
3662
$1.44M ﹤0.01%
61,067
+49,267
3663
$1.43M ﹤0.01%
103,870
-51,304
3664
$1.43M ﹤0.01%
12,684
-1,916
3665
$1.43M ﹤0.01%
161,351
+25,332
3666
$1.43M ﹤0.01%
32,434
-429,158
3667
$1.43M ﹤0.01%
34,107
-6,777
3668
$1.43M ﹤0.01%
106,796
+22,125
3669
$1.43M ﹤0.01%
65,965
+31,662
3670
$1.42M ﹤0.01%
45,916
-5,606
3671
$1.42M ﹤0.01%
126,631
-58,280
3672
$1.42M ﹤0.01%
101,869
-1,141
3673
$1.42M ﹤0.01%
59,079
+23,431
3674
$1.42M ﹤0.01%
+110,596
3675
$1.42M ﹤0.01%
473,768
-355,773
145 146
147
148 149