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
3926
$1.05M ﹤0.01%
122,362
+72,058
3927
$1.05M ﹤0.01%
50,568
-5,785
3928
$1.05M ﹤0.01%
32,619
+447
3929
$1.05M ﹤0.01%
78,134
+2,482
3930
$1.05M ﹤0.01%
51,144
+10,763
3931
$1.05M ﹤0.01%
10,162
+4,443
3932
$1.05M ﹤0.01%
10,402
-8,678
3933
$1.04M ﹤0.01%
66,954
-5,691
3934
$1.04M ﹤0.01%
116,583
-120,655
3935
$1.04M ﹤0.01%
69,156
-86,295
3936
$1.04M ﹤0.01%
51,291
+14,330
3937
$1.04M ﹤0.01%
31,575
+324
3938
$1.04M ﹤0.01%
4,216
+744
3939
$1.04M ﹤0.01%
11,155
+8,735
3940
$1.03M ﹤0.01%
35,682
+21,289
3941
$1.03M ﹤0.01%
76,259
-65,546
3942
$1.03M ﹤0.01%
56,172
-15,071
3943
$1.03M ﹤0.01%
4,422
+1,978
3944
$1.02M ﹤0.01%
+60,144
3945
$1.02M ﹤0.01%
+6,060
3946
$1.02M ﹤0.01%
36,911
-13,596
3947
$1.02M ﹤0.01%
76,594
-33,477
3948
$1.02M ﹤0.01%
36,273
-80,247
3949
$1.02M ﹤0.01%
62,625
-22,679
3950
$1.02M ﹤0.01%
86,004
+32,966
156 157
158
159 160