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
601
$80.6M 0.03%
+1,504,710
602
$80.6M 0.03%
685,795
-69,888
603
$80.5M 0.03%
997,564
+978,566
604
$80.5M 0.03%
1,702,226
+430,800
605
$80.5M 0.03%
1,719,703
+85,208
606
$80.2M 0.03%
821,624
+69,669
607
$80.1M 0.03%
392,665
+177,049
608
$79.9M 0.03%
2,577,667
-2,104,168
609
$79.8M 0.03%
1,753,233
-25,774
610
$79.7M 0.03%
2,042,560
-362,035
611
$79.6M 0.03%
4,928,158
+1,226,989
612
$78.9M 0.03%
623,348
+417,520
613
$78.9M 0.03%
2,086,596
+70,358
614
$78.8M 0.03%
3,551,195
+1,036,308
615
$78.1M 0.03%
605,622
+20,704
616
$78M 0.03%
1,835,000
+80,000
617
$77.9M 0.03%
2,279,897
+365,416
618
$77.9M 0.03%
1,711,528
-579,245
619
$77.6M 0.03%
2,106,453
+190,300
620
$77.4M 0.03%
2,976,264
+404,806
621
$77.3M 0.03%
1,048,553
-52,105
622
$77.2M 0.03%
2,776,766
-406,461
623
$77.1M 0.03%
1,381,375
+37,280
624
$76.7M 0.03%
1,766,196
-22,903
625
$76.6M 0.03%
1,118,289
-140,282
23 24
25
26 27