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
1151
$29.4M 0.01%
289,574
-27,567
1152
$29.4M 0.01%
2,330,703
+653,784
1153
$29.3M 0.01%
947,375
+319,603
1154
$29.1M 0.01%
68,878
+48,647
1155
$29M 0.01%
492,154
+61,974
1156
$28.9M 0.01%
980,892
+182,991
1157
$28.9M 0.01%
1,647,962
-774,552
1158
$28.9M 0.01%
564,733
-233,928
1159
$28.9M 0.01%
257,139
-133,800
1160
$28.9M 0.01%
1,220,380
+218,870
1161
$28.8M 0.01%
+1,174,371
1162
$28.8M 0.01%
2,336,538
-1,455,762
1163
$28.8M 0.01%
237,460
-35,113
1164
$28.7M 0.01%
854,667
-1,674,952
1165
$28.7M 0.01%
601,454
+214,520
1166
$28.6M 0.01%
71,228
+20,622
1167
$28.6M 0.01%
382,663
+81,272
1168
$28.6M 0.01%
326,939
+14,913
1169
$28.6M 0.01%
37,431
+2,835
1170
$28.5M 0.01%
3,277,079
+200,306
1171
$28.5M 0.01%
295,901
-9,529
1172
$28.4M 0.01%
769,397
-95,070
1173
$28.4M 0.01%
735,352
+126,810
1174
$28.4M 0.01%
403,101
+15,351
1175
$28.4M 0.01%
673,547
+111,861
45 46
47
48 49