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
1476
$18.9M 0.01%
193,999
-61,256
1477
$18.9M 0.01%
448,617
+13,259
1478
$18.9M 0.01%
862,521
+82,615
1479
$18.9M 0.01%
168,577
+121,136
1480
$18.9M 0.01%
214,205
-184,964
1481
$18.8M 0.01%
1,327,882
+14,559
1482
$18.8M 0.01%
687,446
+180,232
1483
$18.7M 0.01%
372,631
+171,089
1484
$18.7M 0.01%
788,171
-133,997
1485
$18.7M 0.01%
892,089
+320,502
1486
$18.7M 0.01%
36,731
-9,195
1487
$18.7M 0.01%
1,094,204
+55,809
1488
$18.7M 0.01%
231,424
-20,638
1489
$18.7M 0.01%
704,004
-88,781
1490
$18.6M 0.01%
208,149
-204,034
1491
$18.6M 0.01%
1,717,949
+773,071
1492
$18.6M 0.01%
845,376
+471,651
1493
$18.6M 0.01%
310,865
+47,014
1494
$18.5M 0.01%
671,802
+203,239
1495
$18.5M 0.01%
459,814
-32,546
1496
$18.4M 0.01%
1,413,177
-6,894
1497
$18.4M 0.01%
1,353,350
+7,143
1498
$18.3M 0.01%
1,345,591
-207,123
1499
$18.2M 0.01%
502,534
-650
1500
$18.2M 0.01%
470,612
-433,690
58 59
60
61 62