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
1376
$21.8M 0.01%
516,184
+202,276
1377
$21.8M 0.01%
473,383
+158,799
1378
$21.7M 0.01%
481,492
+100,994
1379
$21.6M 0.01%
818,225
-242,420
1380
$21.6M 0.01%
455,942
+135,356
1381
$21.5M 0.01%
874,099
-281,837
1382
$21.5M 0.01%
400,256
-109,752
1383
$21.5M 0.01%
430,040
-207,756
1384
$21.4M 0.01%
426,974
+104,120
1385
$21.4M 0.01%
925,703
-351,747
1386
$21.4M 0.01%
574,373
-93,422
1387
$21.4M 0.01%
529,250
-126,221
1388
$21.4M 0.01%
601,038
+270,559
1389
$21.3M 0.01%
1,001,560
+112,128
1390
$21.3M 0.01%
1,895,540
+82,420
1391
$21.3M 0.01%
1,587,502
+25,143
1392
$21.3M 0.01%
2,498,311
-628,892
1393
$21.3M 0.01%
435,094
+308
1394
$21.2M 0.01%
380,253
+71,290
1395
$21.2M 0.01%
349,501
+55,986
1396
$21.2M 0.01%
794,998
+11,729
1397
$21.2M 0.01%
495,108
+8,661
1398
$21.2M 0.01%
284,192
+70,483
1399
$21.1M 0.01%
692,012
+32,984
1400
$21.1M 0.01%
1,918,305
+257,263
54 55
56
57 58