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
351
$158M 0.06%
25,157,815
+7,816,855
352
$156M 0.06%
851,386
+67,163
353
$156M 0.06%
2,499,614
-208,181
354
$156M 0.06%
5,485,798
-188,850
355
$155M 0.06%
868,340
-60,401
356
$155M 0.06%
4,969,570
+46,901
357
$153M 0.06%
2,002,690
+1,721,487
358
$153M 0.06%
5,104,890
+129,086
359
$152M 0.06%
6,392,872
+1,627,128
360
$152M 0.06%
2,158,700
+140,968
361
$151M 0.06%
5,579,138
+1,042,914
362
$151M 0.06%
2,231,558
-970,948
363
$151M 0.06%
1,511,111
+75,746
364
$150M 0.06%
8,199,726
-14,816,127
365
$149M 0.06%
2,249,329
-388,167
366
$149M 0.06%
1,291,455
+11,439
367
$149M 0.06%
6,163,039
-885,998
368
$148M 0.06%
25,798,643
-22,813,276
369
$148M 0.06%
7,736,685
-178,094
370
$148M 0.06%
1,845,886
+82,150
371
$147M 0.06%
3,372,740
-52,719
372
$147M 0.06%
1,567,178
+125,278
373
$147M 0.06%
1,082,387
+769,248
374
$147M 0.06%
1,222,673
+28,613
375
$147M 0.06%
4,248,228
-204,778
13 14
15
16 17