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
1451
$19.6M 0.01%
1,391,120
+59,503
1452
$19.6M 0.01%
449,529
-25,391
1453
$19.6M 0.01%
591,303
+552,159
1454
$19.5M 0.01%
1,444,196
-8,388
1455
$19.5M 0.01%
1,416,510
+318,349
1456
$19.5M 0.01%
789,423
+118,754
1457
$19.5M 0.01%
163,395
+51,333
1458
$19.4M 0.01%
882,150
+315,565
1459
$19.4M 0.01%
1,391,524
+62,006
1460
$19.4M 0.01%
2,095,563
+99,694
1461
$19.4M 0.01%
251,941
+127,172
1462
$19.3M 0.01%
869,742
+303,402
1463
$19.3M 0.01%
872,878
+280,303
1464
$19.3M 0.01%
439,617
+11,421
1465
$19.2M 0.01%
918,482
+736,979
1466
$19.1M 0.01%
380,705
-23,741
1467
$19.1M 0.01%
385,282
+93,219
1468
$19.1M 0.01%
661,875
-162,722
1469
$19.1M 0.01%
586,979
-18,946
1470
$19.1M 0.01%
287,692
+13,960
1471
$19.1M 0.01%
436,413
+230,793
1472
$19M 0.01%
989,030
-176,194
1473
$19M 0.01%
378,813
+17,129
1474
$19M 0.01%
183,978
+82,041
1475
$19M 0.01%
1,872,802
+1,800,095
57 58
59
60 61