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
3951
$1.02M ﹤0.01%
107,203
-3,579
3952
$1.02M ﹤0.01%
2,721
-2,633
3953
$1.02M ﹤0.01%
16,799
-38,682
3954
$1.02M ﹤0.01%
71,915
+29,618
3955
$1.01M ﹤0.01%
48,309
-3,171
3956
$1.01M ﹤0.01%
171,547
+49,769
3957
$1.01M ﹤0.01%
200,980
+12,183
3958
$1.01M ﹤0.01%
66,579
+3,839
3959
$1.01M ﹤0.01%
57,652
+39,577
3960
$1.01M ﹤0.01%
20,768
+3,951
3961
$1.01M ﹤0.01%
44,002
-5,136
3962
$1.01M ﹤0.01%
26,763
+13,036
3963
$1M ﹤0.01%
37,843
+35,365
3964
$1M ﹤0.01%
51,461
+34,046
3965
$1M ﹤0.01%
43,072
-808
3966
$1M ﹤0.01%
66,028
-5,013
3967
$1M ﹤0.01%
70,468
+23,079
3968
$1M ﹤0.01%
156,125
+98,596
3969
$999K ﹤0.01%
79,961
-77,312
3970
$994K ﹤0.01%
20,811
-24,081
3971
$992K ﹤0.01%
10,902
+8,476
3972
$992K ﹤0.01%
+66,184
3973
$991K ﹤0.01%
69,077
+15,064
3974
$991K ﹤0.01%
27,519
+9,475
3975
$990K ﹤0.01%
7,182
+158
157 158
159
160 161