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
1426
$20.2M 0.01%
330,898
+85,247
1427
$20.1M 0.01%
1,509,606
-82,118
1428
$20.1M 0.01%
1,910,125
-402,620
1429
$20.1M 0.01%
838,516
-18,610
1430
$20M 0.01%
582,392
+370,608
1431
$20M 0.01%
219,034
-5,333
1432
$20M 0.01%
854,719
+624,729
1433
$20M 0.01%
637,168
+20,241
1434
$20M 0.01%
878,482
+34,285
1435
$20M 0.01%
1,180,377
+121,200
1436
$20M 0.01%
1,770,776
+176,575
1437
$20M 0.01%
2,299,414
+686,490
1438
$19.9M 0.01%
2,352,360
+325,636
1439
$19.9M 0.01%
1,002,290
+162,246
1440
$19.8M 0.01%
814,985
+445,359
1441
$19.8M 0.01%
758,360
+76,986
1442
$19.8M 0.01%
472,699
+93,044
1443
$19.7M 0.01%
322,989
+43,701
1444
$19.7M 0.01%
293,410
-117,282
1445
$19.7M 0.01%
+773,402
1446
$19.7M 0.01%
376,568
+156,257
1447
$19.7M 0.01%
226,418
-11,381
1448
$19.7M 0.01%
355,332
+45,159
1449
$19.7M 0.01%
1,961,715
+386,550
1450
$19.6M 0.01%
362,090
-44,009
56 57
58
59 60