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
3826
$1.2M ﹤0.01%
54,611
+3,658
3827
$1.2M ﹤0.01%
102,675
+61,703
3828
$1.2M ﹤0.01%
43,427
+6,736
3829
$1.2M ﹤0.01%
123,408
+21,449
3830
$1.19M ﹤0.01%
43,825
-6,657
3831
$1.19M ﹤0.01%
19,566
-64,711
3832
$1.19M ﹤0.01%
100,858
+56,658
3833
$1.19M ﹤0.01%
40,696
+20,842
3834
$1.19M ﹤0.01%
30,030
-238
3835
$1.19M ﹤0.01%
63,145
+30,873
3836
$1.18M ﹤0.01%
32,293
+3,778
3837
$1.18M ﹤0.01%
235,386
+17,172
3838
$1.18M ﹤0.01%
680
-6
3839
$1.18M ﹤0.01%
69,934
+28,410
3840
$1.18M ﹤0.01%
+75,790
3841
$1.18M ﹤0.01%
144,967
+11,929
3842
$1.18M ﹤0.01%
87,976
+7,706
3843
$1.18M ﹤0.01%
49,007
+20,039
3844
$1.17M ﹤0.01%
56,078
-29,209
3845
$1.17M ﹤0.01%
47,889
-57,558
3846
$1.17M ﹤0.01%
24,184
+752
3847
$1.17M ﹤0.01%
86,909
-8,257
3848
$1.17M ﹤0.01%
2,136
+515
3849
$1.17M ﹤0.01%
42,173
+10,695
3850
$1.17M ﹤0.01%
259,020
+156,788
152 153
154
155 156