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
1226
$26.2M 0.01%
340,586
-43,705
1227
$26.2M 0.01%
3,196,087
-150,358
1228
$26.2M 0.01%
1,297,345
+123,979
1229
$26.2M 0.01%
772,118
+172,249
1230
$26.1M 0.01%
478,230
-54,233
1231
$26.1M 0.01%
971,988
+162,599
1232
$26.1M 0.01%
748,556
-17,730
1233
$26M 0.01%
567,741
+71,249
1234
$26M 0.01%
2,197,420
+368,190
1235
$25.9M 0.01%
1,533,074
+226,252
1236
$25.9M 0.01%
879,944
+189,360
1237
$25.8M 0.01%
1,487,066
+234,123
1238
$25.8M 0.01%
908,784
+47,789
1239
$25.7M 0.01%
773
+718
1240
$25.7M 0.01%
719,598
+494,506
1241
$25.7M 0.01%
1,069,494
-251,248
1242
$25.6M 0.01%
2,118,562
-158,122
1243
$25.6M 0.01%
2,718,892
-29,124
1244
$25.6M 0.01%
1,595,030
+247,399
1245
$25.5M 0.01%
623,885
+305,694
1246
$25.5M 0.01%
688,525
+401,122
1247
$25.5M 0.01%
2,720,046
+719,077
1248
$25.4M 0.01%
688,527
+375,551
1249
$25.3M 0.01%
289,896
-6,621
1250
$25.3M 0.01%
989,931
-58,873
48 49
50
51 52