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
3751
$1.29M ﹤0.01%
8,948
-1,089
3752
$1.29M ﹤0.01%
86,784
+26,567
3753
$1.29M ﹤0.01%
53,135
-37,890
3754
$1.29M ﹤0.01%
28,798
+8,156
3755
$1.28M ﹤0.01%
94,210
+4,324
3756
$1.28M ﹤0.01%
121,027
-10,959
3757
$1.28M ﹤0.01%
39,754
-1,788
3758
$1.28M ﹤0.01%
77,548
+36,631
3759
$1.28M ﹤0.01%
76,037
+57,490
3760
$1.28M ﹤0.01%
74,076
-35,744
3761
$1.28M ﹤0.01%
92,591
+46,991
3762
$1.28M ﹤0.01%
190,039
-132,941
3763
$1.27M ﹤0.01%
25,757
+5,873
3764
$1.27M ﹤0.01%
5,360
+2,397
3765
$1.27M ﹤0.01%
1,821,210
-5,924,284
3766
$1.27M ﹤0.01%
181,037
-59,987
3767
$1.27M ﹤0.01%
13,190
-6,859
3768
$1.27M ﹤0.01%
41,950
-22,921
3769
$1.27M ﹤0.01%
52,644
-57,519
3770
$1.27M ﹤0.01%
31,106
+1,939
3771
$1.27M ﹤0.01%
56,365
+2,407
3772
$1.27M ﹤0.01%
88,397
+15,897
3773
$1.27M ﹤0.01%
135,395
+127,788
3774
$1.27M ﹤0.01%
66,220
-1,143
3775
$1.26M ﹤0.01%
+55,168
149 150
151
152 153