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
676
$68.5M 0.03%
617,315
-32,877
677
$68.5M 0.03%
1,122,832
+82,695
678
$68.3M 0.03%
2,323,777
-67
679
$68.2M 0.03%
1,232,382
+1,045,011
680
$68.1M 0.03%
2,894,026
+970,438
681
$68.1M 0.03%
3,274,119
+2,440,317
682
$67.9M 0.03%
3,842,964
-17,973
683
$67.5M 0.03%
4,671,303
+742,796
684
$67.5M 0.03%
769,058
+10,391
685
$67.3M 0.03%
861,835
-5,784
686
$67.2M 0.03%
359,026
+30,160
687
$67M 0.03%
2,953,257
+141,190
688
$66.9M 0.03%
1,878,079
-105,115
689
$66.7M 0.03%
3,044,568
+131,966
690
$66.7M 0.03%
797,530
+49,679
691
$66.5M 0.03%
967,555
+160,941
692
$66.4M 0.03%
625,743
+38,455
693
$66.3M 0.03%
756,185
+142,611
694
$66.2M 0.03%
4,886,881
+4,816,889
695
$66.1M 0.03%
1,932,811
+94,085
696
$66M 0.03%
892,855
-318,126
697
$66M 0.03%
1,670,875
+400,415
698
$65.9M 0.03%
1,704,516
+115,630
699
$65.9M 0.03%
1,364,756
+295,721
700
$65.8M 0.03%
560,538
+11,814
26 27
28
29 30