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
501
$104M 0.04%
5,678,875
+258,905
502
$104M 0.04%
3,879,731
+1,131,426
503
$104M 0.04%
2,614,215
-91,097
504
$104M 0.04%
1,383,763
-120,950
505
$104M 0.04%
4,860,766
+253,424
506
$103M 0.04%
2,684,359
-1,062,799
507
$103M 0.04%
1,732,418
+20,299
508
$102M 0.04%
2,038,754
+252,444
509
$102M 0.04%
2,150,795
-245,940
510
$102M 0.04%
5,873,657
+290,409
511
$102M 0.04%
7,513,279
-48,023
512
$102M 0.04%
868,290
+75,373
513
$101M 0.04%
2,597,520
+22,733
514
$101M 0.04%
4,652,886
+207,913
515
$101M 0.04%
2,803,459
-150,702
516
$101M 0.04%
5,140,418
-578,253
517
$100M 0.04%
2,971,948
+1,030,243
518
$100M 0.04%
1,187,283
+138,330
519
$100M 0.04%
2,434,763
-45,828
520
$99.7M 0.04%
2,213,530
+617,726
521
$99.1M 0.04%
3,239,298
-356,774
522
$98M 0.04%
742,559
+93,725
523
$97.9M 0.04%
1,596,271
+63,761
524
$97.5M 0.04%
2,387,260
+149,008
525
$97.5M 0.04%
729,598
-195,430
19 20
21
22 23