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
3676
$1.41M ﹤0.01%
75,184
-5,425
3677
$1.41M ﹤0.01%
39,893
-3,156
3678
$1.41M ﹤0.01%
20,460
-49,767
3679
$1.41M ﹤0.01%
22,555
-7,102
3680
$1.41M ﹤0.01%
224,146
-155,436
3681
$1.41M ﹤0.01%
91,291
-16,589
3682
$1.41M ﹤0.01%
73,066
-37,639
3683
$1.4M ﹤0.01%
91,023
-78,666
3684
$1.4M ﹤0.01%
251,012
-151,023
3685
$1.4M ﹤0.01%
10,256
-1,038
3686
$1.4M ﹤0.01%
387,454
+51,746
3687
$1.4M ﹤0.01%
270,926
+36,488
3688
$1.39M ﹤0.01%
94,979
-16,427
3689
$1.39M ﹤0.01%
54,829
+2,422
3690
$1.38M ﹤0.01%
144,367
+121,376
3691
$1.38M ﹤0.01%
54,613
-598
3692
$1.38M ﹤0.01%
161,335
+14,529
3693
$1.38M ﹤0.01%
+366,296
3694
$1.38M ﹤0.01%
68,250
+25,822
3695
$1.38M ﹤0.01%
97,737
-70,838
3696
$1.38M ﹤0.01%
57,617
-161,986
3697
$1.38M ﹤0.01%
61,348
-252,591
3698
$1.38M ﹤0.01%
41,800
+5,607
3699
$1.38M ﹤0.01%
72,554
-319
3700
$1.38M ﹤0.01%
157,747
-77,775
146 147
148
149 150