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
376
$147M 0.06%
2,277,355
+393,982
377
$146M 0.06%
3,777,356
+18,711
378
$146M 0.06%
2,721,938
+39,768
379
$145M 0.06%
4,745,840
+3,980,290
380
$143M 0.06%
2,867,092
+119,874
381
$143M 0.06%
24,596,586
-40,014
382
$143M 0.05%
1,594,432
+526,717
383
$143M 0.05%
17,385,442
+1,671,685
384
$142M 0.05%
5,554,062
+2,928,492
385
$141M 0.05%
1,073,305
-171,108
386
$141M 0.05%
5,799,416
+271,508
387
$140M 0.05%
2,255,325
-176,700
388
$140M 0.05%
2,164,178
+75,006
389
$140M 0.05%
2,144,849
+227,817
390
$139M 0.05%
3,891,421
+206,107
391
$139M 0.05%
3,980,095
-82,338
392
$139M 0.05%
1,919,549
+146,940
393
$139M 0.05%
2,153,186
+610,554
394
$137M 0.05%
1,898,959
+1,171,700
395
$137M 0.05%
3,193,309
+488,872
396
$136M 0.05%
3,019,044
+66,009
397
$136M 0.05%
4,251,150
+1,059,865
398
$135M 0.05%
2,580,279
-1,212,282
399
$134M 0.05%
1,583,014
+17,932
400
$134M 0.05%
18,013,051
+38,086
14 15
16
17 18