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
3801
$1.23M ﹤0.01%
+49,501
3802
$1.23M ﹤0.01%
77,092
+21,578
3803
$1.23M ﹤0.01%
+5,222
3804
$1.23M ﹤0.01%
36,033
+1,641
3805
$1.23M ﹤0.01%
79,734
+7,870
3806
$1.23M ﹤0.01%
44,000
+388
3807
$1.23M ﹤0.01%
146,610
+38,827
3808
$1.23M ﹤0.01%
187,623
+109,662
3809
$1.23M ﹤0.01%
45,022
+15,221
3810
$1.22M ﹤0.01%
59,605
+44,379
3811
$1.22M ﹤0.01%
29,802
-5,392
3812
$1.22M ﹤0.01%
+26,602
3813
$1.22M ﹤0.01%
252,715
-26,444
3814
$1.22M ﹤0.01%
83,288
-20,718
3815
$1.22M ﹤0.01%
38,967
-3,486
3816
$1.22M ﹤0.01%
34,812
-214,901
3817
$1.22M ﹤0.01%
17,384
+1,175
3818
$1.21M ﹤0.01%
33,763
+6,270
3819
$1.21M ﹤0.01%
25,907
-972
3820
$1.21M ﹤0.01%
295,559
+56,642
3821
$1.21M ﹤0.01%
9,397
-2,249
3822
$1.21M ﹤0.01%
29,214
-450,342
3823
$1.21M ﹤0.01%
187,766
+26,672
3824
$1.2M ﹤0.01%
351,857
+40,785
3825
$1.2M ﹤0.01%
51,299
+43,176
151 152
153
154 155