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
976
$37.3M 0.01%
448,511
-176,134
977
$37.2M 0.01%
981,708
-185,879
978
$37.1M 0.01%
389,407
-47,029
979
$37.1M 0.01%
4,428,543
+9,161
980
$37.1M 0.01%
235,725
-219,408
981
$37.1M 0.01%
1,651,713
+82,297
982
$37M 0.01%
2,552,205
+134,580
983
$37M 0.01%
971,100
+444,915
984
$36.9M 0.01%
1,673,574
+942,089
985
$36.8M 0.01%
1,199,495
-528,971
986
$36.8M 0.01%
1,053,080
+24,735
987
$36.7M 0.01%
1,621,635
+578,922
988
$36.5M 0.01%
1,317,344
-235,083
989
$36.5M 0.01%
870,560
+145,980
990
$36.5M 0.01%
1,211,965
-52,239
991
$36.5M 0.01%
443,581
+219,776
992
$36.4M 0.01%
31,104
+6,386
993
$36.4M 0.01%
1,699,120
+238,228
994
$36.1M 0.01%
407,026
-28,917
995
$36.1M 0.01%
+490,304
996
$36.1M 0.01%
727,508
+22,138
997
$36M 0.01%
711,600
-17,226
998
$35.9M 0.01%
193,495
-18,202
999
$35.9M 0.01%
1,845,416
-87,419
1000
$35.9M 0.01%
558,200
+31,835
38 39
40
41 42