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
1001
$35.8M 0.01%
886,886
+184,093
1002
$35.8M 0.01%
303,139
+145,356
1003
$35.8M 0.01%
423,909
+224,389
1004
$35.8M 0.01%
605,087
+44,886
1005
$35.8M 0.01%
2,100,618
+542,364
1006
$35.7M 0.01%
1,325,314
-31,997
1007
$35.7M 0.01%
1,008,224
+71,522
1008
$35.7M 0.01%
734,709
-8,433
1009
$35.5M 0.01%
340,784
-174,329
1010
$35.5M 0.01%
2,922,046
-98,697
1011
$35.4M 0.01%
685,338
+98,866
1012
$35.4M 0.01%
748,715
-360,662
1013
$35.4M 0.01%
3,267,604
+1,354,645
1014
$35.4M 0.01%
1,597,370
-344,228
1015
$35.4M 0.01%
649,661
+84,422
1016
$35.3M 0.01%
658,066
-53,410
1017
$35.2M 0.01%
344,946
+15,564
1018
$35.2M 0.01%
+1,451,671
1019
$35.1M 0.01%
644,218
+1,825
1020
$35.1M 0.01%
1,564,248
+459,714
1021
$35M 0.01%
1,453,078
+182,280
1022
$34.9M 0.01%
+372,156
1023
$34.8M 0.01%
+1,237,997
1024
$34.8M 0.01%
614,984
-50
1025
$34.8M 0.01%
1,406,292
+396,776
39 40
41
42 43