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
1026
$34.7M 0.01%
1,223,726
+260,258
1027
$34.7M 0.01%
554,602
-63,336
1028
$34.7M 0.01%
966,536
-430,349
1029
$34.6M 0.01%
2,491,656
+191,696
1030
$34.6M 0.01%
1,604,113
+276,262
1031
$34.5M 0.01%
583,731
-138,179
1032
$34.5M 0.01%
732,308
-37,435
1033
$34.5M 0.01%
1,441,619
+73,851
1034
$34.5M 0.01%
284,714
+47,546
1035
$34.5M 0.01%
+1,475,957
1036
$34.4M 0.01%
2,221,572
+52,133
1037
$34.4M 0.01%
430,267
-17,835
1038
$34.4M 0.01%
986,486
+60,037
1039
$34.4M 0.01%
753,666
+73,916
1040
$34.4M 0.01%
281,758
-5,342
1041
$34.3M 0.01%
1,056,302
-92,153
1042
$34.3M 0.01%
803,613
+2,685
1043
$34.3M 0.01%
344,479
-110,129
1044
$34.2M 0.01%
473,594
+80,616
1045
$34.1M 0.01%
3,166,474
-100,781
1046
$34.1M 0.01%
3,729,357
-39,591
1047
$34M 0.01%
2,079,885
-338,658
1048
$34M 0.01%
144,729
+13,510
1049
$34M 0.01%
344,349
+104,255
1050
$34M 0.01%
790,543
-439,181
40 41
42
43 44