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
1326
$22.9M 0.01%
1,152,015
+739,080
1327
$22.9M 0.01%
622,300
-52,332
1328
$22.9M 0.01%
305,253
-5,287
1329
$22.8M 0.01%
669,313
+211,577
1330
$22.8M 0.01%
778,703
+210,184
1331
$22.8M 0.01%
1,194,958
-163,934
1332
$22.8M 0.01%
462,354
-143
1333
$22.8M 0.01%
1,157,842
-89,513
1334
$22.7M 0.01%
695,430
-1,288,712
1335
$22.7M 0.01%
1,204,478
+354,269
1336
$22.7M 0.01%
646,234
-2,911
1337
$22.7M 0.01%
716,624
+358,044
1338
$22.6M 0.01%
1,309,707
-30,467
1339
$22.6M 0.01%
822,436
-164,989
1340
$22.6M 0.01%
9,150
+8,539
1341
$22.6M 0.01%
+1,211,239
1342
$22.5M 0.01%
392,684
-78,388
1343
$22.5M 0.01%
330,051
-4,991
1344
$22.5M 0.01%
1,422,296
+556,324
1345
$22.4M 0.01%
630,688
+69,272
1346
$22.4M 0.01%
953,466
-79,642
1347
$22.4M 0.01%
1,102,938
+136,853
1348
$22.4M 0.01%
2,794,178
+796,752
1349
$22.4M 0.01%
611,280
+49,980
1350
$22.3M 0.01%
1,328,077
+356,462
52 53
54
55 56