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
1351
$22.3M 0.01%
2,336
-1,787
1352
$22.3M 0.01%
936,930
+16,079
1353
$22.2M 0.01%
594,911
-157,550
1354
$22.2M 0.01%
317,564
-118,094
1355
$22.2M 0.01%
486,282
-196,894
1356
$22.2M 0.01%
201,562
+21,015
1357
$22.2M 0.01%
2,230,067
-148,400
1358
$22.2M 0.01%
194,101
-13,883
1359
$22.1M 0.01%
907,531
+193,300
1360
$22.1M 0.01%
1,331,560
+411,923
1361
$21.9M 0.01%
987,590
+56,876
1362
$21.9M 0.01%
1,325,931
-305,529
1363
$21.9M 0.01%
739,860
+81,508
1364
$21.9M 0.01%
498,138
-251,806
1365
$21.9M 0.01%
149,682
+16,518
1366
$21.9M 0.01%
425,014
+64,631
1367
$21.9M 0.01%
657,416
-36,070
1368
$21.9M 0.01%
374,558
+7,632
1369
$21.9M 0.01%
587,550
+84,730
1370
$21.8M 0.01%
987,925
-29,197
1371
$21.8M 0.01%
2,203,271
-1,622,609
1372
$21.8M 0.01%
426,024
-228,252
1373
$21.8M 0.01%
1,022,632
+38,046
1374
$21.8M 0.01%
360,724
+48,564
1375
$21.8M 0.01%
+846,100
53 54
55
56 57