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
1126
$30M 0.01%
730,328
+123,815
1127
$30M 0.01%
959,037
-1,130,845
1128
$30M 0.01%
720,383
-123,183
1129
$30M 0.01%
1,028,367
+330,228
1130
$30M 0.01%
1,232,338
+97,827
1131
$29.9M 0.01%
996,325
-1,324,577
1132
$29.9M 0.01%
1,471,954
+213,471
1133
$29.9M 0.01%
502,592
+21,350
1134
$29.8M 0.01%
1,186,128
+542,690
1135
$29.8M 0.01%
228,902
-83,741
1136
$29.8M 0.01%
1,403,427
-44,283
1137
$29.7M 0.01%
377,985
+287,690
1138
$29.7M 0.01%
1,776,339
+321,543
1139
$29.7M 0.01%
1,274
-314
1140
$29.6M 0.01%
+1,262,386
1141
$29.6M 0.01%
796,444
+249,469
1142
$29.5M 0.01%
1,809,104
+1,280,748
1143
$29.5M 0.01%
124,698
+39,854
1144
$29.5M 0.01%
1,704,015
+72,375
1145
$29.5M 0.01%
430,923
+46,194
1146
$29.5M 0.01%
425,979
+72,105
1147
$29.4M 0.01%
74,977
+43,327
1148
$29.4M 0.01%
2,169,106
+87,650
1149
$29.4M 0.01%
218,876
+109,672
1150
$29.4M 0.01%
643,951
-81,475
44 45
46
47 48