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
951
$39.6M 0.02%
839,471
-461,088
952
$39.3M 0.02%
5,054,474
+694,459
953
$39.3M 0.02%
718,055
+108,651
954
$39.1M 0.02%
789,296
-91,860
955
$39.1M 0.02%
1,066,671
+273,517
956
$39M 0.02%
1,050,243
+4,348
957
$39M 0.02%
1,956,306
+501,692
958
$38.9M 0.02%
832,059
-4,260
959
$38.7M 0.01%
841,396
-3,832
960
$38.7M 0.01%
667,050
-441,215
961
$38.5M 0.01%
123,455
+107,465
962
$38.5M 0.01%
506,074
-38,680
963
$38.4M 0.01%
869,389
-202,074
964
$38.4M 0.01%
2,236,642
-1,260
965
$38.3M 0.01%
3,761,738
+1,983,222
966
$38.2M 0.01%
365,953
+174,535
967
$38.2M 0.01%
1,241,793
+424,774
968
$38.2M 0.01%
1,196,936
+157,733
969
$38.2M 0.01%
2,030,405
+43,165
970
$37.9M 0.01%
828,943
-128,114
971
$37.7M 0.01%
2,726,115
+326,649
972
$37.6M 0.01%
1,505,017
-317,888
973
$37.4M 0.01%
1,530,540
-86,045
974
$37.4M 0.01%
1,257,929
+521,371
975
$37.4M 0.01%
949,903
+214,415
37 38
39
40 41