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
1401
$21.1M 0.01%
1,654,268
-119,741
1402
$20.9M 0.01%
193,011
+42,619
1403
$20.8M 0.01%
1,106,868
+560,964
1404
$20.8M 0.01%
603,915
+224,963
1405
$20.7M 0.01%
593,472
-3,593
1406
$20.7M 0.01%
639,645
+1,155
1407
$20.6M 0.01%
627,920
-266,603
1408
$20.6M 0.01%
1,295,142
-26,999
1409
$20.5M 0.01%
415,201
-13,446
1410
$20.5M 0.01%
516,322
+216,296
1411
$20.5M 0.01%
1,498,075
+259,255
1412
$20.5M 0.01%
498,063
+144,012
1413
$20.5M 0.01%
462,086
-300,130
1414
$20.5M 0.01%
5,374,304
-568,365
1415
$20.4M 0.01%
290,869
+11,883
1416
$20.4M 0.01%
41,035
-6,810
1417
$20.4M 0.01%
971,074
+5,663
1418
$20.4M 0.01%
1,553,228
+142,608
1419
$20.3M 0.01%
560,621
-105,584
1420
$20.3M 0.01%
64,537
-3,277
1421
$20.3M 0.01%
789,446
+650
1422
$20.2M 0.01%
2,162,017
-95,471
1423
$20.2M 0.01%
729,046
+111,204
1424
$20.2M 0.01%
737,948
+18,147
1425
$20.2M 0.01%
266,350
-43,469
55 56
57
58 59