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
1501
$18.2M 0.01%
+391,963
1502
$18.2M 0.01%
227,278
-81,450
1503
$18.2M 0.01%
437,414
+82,764
1504
$18.2M 0.01%
1,050,828
+211,219
1505
$18.2M 0.01%
534,832
+262,736
1506
$18.1M 0.01%
732,947
-128,208
1507
$18.1M 0.01%
2,031,201
+276,512
1508
$18.1M 0.01%
445,935
+265,802
1509
$18.1M 0.01%
1,567,114
-122,615
1510
$18M 0.01%
528,409
-80,042
1511
$18M 0.01%
2,412,673
+1,161,471
1512
$18M 0.01%
172,959
+29,752
1513
$18M 0.01%
554,094
-3,720
1514
$17.9M 0.01%
911,297
+56,248
1515
$17.9M 0.01%
553,307
+176,571
1516
$17.9M 0.01%
615,415
+76,869
1517
$17.9M 0.01%
336,922
+28,170
1518
$17.8M 0.01%
406,157
-333,461
1519
$17.8M 0.01%
753,100
-272,630
1520
$17.8M 0.01%
1,264,119
+9,065
1521
$17.8M 0.01%
1,303,453
-128,495
1522
$17.7M 0.01%
377,424
+11,416
1523
$17.7M 0.01%
588,453
+325,064
1524
$17.7M 0.01%
266,749
+104,286
1525
$17.7M 0.01%
244,121
+192,168
59 60
61
62 63