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
626
$76.4M 0.03%
2,970,341
+1,204,634
627
$75.8M 0.03%
731,081
-239,066
628
$75.8M 0.03%
3,784,960
+26,898
629
$75.6M 0.03%
1,909,558
+570,441
630
$75.6M 0.03%
190,414
-6,681
631
$75.4M 0.03%
2,867,399
-808,451
632
$75.3M 0.03%
1,634,540
+77,507
633
$75M 0.03%
1,018,970
-181,950
634
$74.8M 0.03%
2,456,312
+108,112
635
$74.7M 0.03%
2,006,048
+701,811
636
$74.6M 0.03%
855,864
+240,324
637
$74.6M 0.03%
3,659,301
+1,597,812
638
$74.3M 0.03%
1,047,474
+345,793
639
$74.2M 0.03%
2,679,584
-477,093
640
$73.3M 0.03%
805,345
-66,865
641
$73.3M 0.03%
1,950,214
+290,133
642
$73.2M 0.03%
1,089,714
+68,681
643
$73.1M 0.03%
1,494,400
-1,316,455
644
$73M 0.03%
1,261,514
-319,261
645
$72.9M 0.03%
1,590,000
646
$72.8M 0.03%
453,123
+84,991
647
$72.6M 0.03%
1,199,644
-1,157,619
648
$72.6M 0.03%
668,344
-162,021
649
$72.6M 0.03%
1,925,506
-28,707
650
$72.5M 0.03%
1,527,510
+594,848
24 25
26
27 28