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
701
$65.8M 0.03%
985,477
+79,520
702
$65.3M 0.03%
4,896,850
+2,063,050
703
$65M 0.03%
1,746,277
-178,172
704
$64.8M 0.02%
1,400,493
-179,290
705
$64.6M 0.02%
753,303
+49,739
706
$64.6M 0.02%
921,178
+151,839
707
$64.2M 0.02%
1,801,463
+190,197
708
$64M 0.02%
5,184,242
-58,558
709
$63.9M 0.02%
1,287,638
+734,077
710
$63.9M 0.02%
3,510,603
+482,463
711
$63.8M 0.02%
1,755,079
-236,980
712
$63.6M 0.02%
662,099
-33,271
713
$63.5M 0.02%
2,381,803
+287,048
714
$63.5M 0.02%
2,337,995
+353,329
715
$63.4M 0.02%
1,079,084
-206,093
716
$63.3M 0.02%
3,586,048
+74,176
717
$63.2M 0.02%
1,407,880
+226,196
718
$63.1M 0.02%
2,143,696
-66,721
719
$63M 0.02%
4,343,556
+632,635
720
$62.7M 0.02%
911,837
+231,634
721
$62.7M 0.02%
2,158,390
+203,415
722
$62.5M 0.02%
1,064,558
+104,181
723
$62.2M 0.02%
1,233,881
-146,689
724
$62.1M 0.02%
689,030
+330,750
725
$62M 0.02%
845,179
+320,367
27 28
29
30 31