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
926
$41.3M 0.02%
1,483,396
+17,446
927
$41.2M 0.02%
1,106,354
-482,588
928
$41.2M 0.02%
1,197,107
-74,311
929
$41.2M 0.02%
972,585
-179,310
930
$41.1M 0.02%
3,907,056
-416,479
931
$41.1M 0.02%
1,258,691
-306,255
932
$41M 0.02%
587,073
+39,989
933
$40.9M 0.02%
8,090,755
+2,045,610
934
$40.6M 0.02%
2,940,070
-92,190
935
$40.6M 0.02%
1,774,093
+518,584
936
$40.4M 0.02%
499,035
-928,405
937
$40.3M 0.02%
3,083,680
+210
938
$40.3M 0.02%
266,163
+75,842
939
$40.3M 0.02%
1,413,940
+459,153
940
$40.1M 0.02%
815,072
+93,306
941
$40M 0.02%
1,085,933
-117,723
942
$39.9M 0.02%
2,156,679
+359,402
943
$39.9M 0.02%
1,154,025
+511,084
944
$39.8M 0.02%
2,952,655
-701,489
945
$39.7M 0.02%
2,695,475
+47,970
946
$39.7M 0.02%
3,735,167
+271,676
947
$39.7M 0.02%
778,342
+50,588
948
$39.7M 0.02%
923,019
-122,614
949
$39.7M 0.02%
2,331,028
-49,164
950
$39.7M 0.02%
841,093
-3,959,281
36 37
38
39 40