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
3726
$1.33M ﹤0.01%
104,088
-591
3727
$1.33M ﹤0.01%
55,369
-403
3728
$1.33M ﹤0.01%
87,170
-172
3729
$1.33M ﹤0.01%
42,634
-11,717
3730
$1.32M ﹤0.01%
60,581
-50,480
3731
$1.32M ﹤0.01%
175,947
-553,132
3732
$1.32M ﹤0.01%
21,116
-9,627
3733
$1.31M ﹤0.01%
84,163
-53,192
3734
$1.31M ﹤0.01%
101,312
-9,595
3735
$1.31M ﹤0.01%
92,096
-115,596
3736
$1.31M ﹤0.01%
104,005
+25,703
3737
$1.31M ﹤0.01%
68,149
+26,091
3738
$1.31M ﹤0.01%
330,502
+299,023
3739
$1.31M ﹤0.01%
19,181
+1,366
3740
$1.3M ﹤0.01%
48,567
-544
3741
$1.3M ﹤0.01%
58,216
-2,952
3742
$1.3M ﹤0.01%
188,369
+52,902
3743
$1.3M ﹤0.01%
167,453
+11,704
3744
$1.3M ﹤0.01%
91,839
-18,329
3745
$1.3M ﹤0.01%
24,976
+550
3746
$1.3M ﹤0.01%
64,197
-26,899
3747
$1.3M ﹤0.01%
144,129
-11,993
3748
$1.3M ﹤0.01%
86,856
+58,072
3749
$1.3M ﹤0.01%
31,120
+2,427
3750
$1.29M ﹤0.01%
176,418
+146,632
148 149
150
151 152