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
1076
$32.8M 0.01%
1,034,257
+61,900
1077
$32.8M 0.01%
1,601,853
+690,841
1078
$32.7M 0.01%
1,171,924
-50,905
1079
$32.7M 0.01%
217,992
-41,154
1080
$32.7M 0.01%
1,002,217
+126,033
1081
$32.6M 0.01%
495,221
+61,829
1082
$32.5M 0.01%
999,712
-84,919
1083
$32.5M 0.01%
511,467
+85,762
1084
$32.5M 0.01%
1,004,460
-336,752
1085
$32.4M 0.01%
1,684,594
+550,383
1086
$32.4M 0.01%
1,173,031
-18,062
1087
$32.3M 0.01%
1,063,560
-180,992
1088
$32.3M 0.01%
1,311,489
+53,703
1089
$32.3M 0.01%
1,510,538
-120,590
1090
$32.2M 0.01%
382,852
-154,686
1091
$32.2M 0.01%
279,342
+2,653
1092
$32.1M 0.01%
2,376,814
+579,699
1093
$32.1M 0.01%
717,486
-18,338
1094
$32M 0.01%
2,397,438
-448,414
1095
$31.9M 0.01%
816,764
+180,410
1096
$31.9M 0.01%
912,188
+734,908
1097
$31.7M 0.01%
693,339
+162,797
1098
$31.6M 0.01%
148,950
-13,286
1099
$31.6M 0.01%
459,220
-192,370
1100
$31.6M 0.01%
164,291
-985
42 43
44
45 46