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
1701
$14.2M 0.01%
403,454
-123,745
1702
$14.2M 0.01%
594,092
-25,944
1703
$14.2M 0.01%
110,464
+28,130
1704
$14.2M 0.01%
365,671
+274,169
1705
$14.2M 0.01%
759,092
+226,570
1706
$14.1M 0.01%
947,710
+25,782
1707
$14.1M 0.01%
+749,997
1708
$14.1M 0.01%
224,462
+134,944
1709
$14.1M 0.01%
283,776
-8,451
1710
$14.1M 0.01%
298,580
+95,979
1711
$14.1M 0.01%
263,681
-432,802
1712
$14.1M 0.01%
229,237
+31,744
1713
$14M 0.01%
1,399,244
-8,395
1714
$14M 0.01%
416,208
-187,376
1715
$14M 0.01%
274,689
+7,182
1716
$14M 0.01%
1,136,805
-1,188,900
1717
$14M 0.01%
246,020
-20,510
1718
$13.9M 0.01%
1,408,846
-215,549
1719
$13.9M 0.01%
200,095
+9,468
1720
$13.9M 0.01%
973,443
+466,313
1721
$13.9M 0.01%
289,881
+19,970
1722
$13.9M 0.01%
550,580
+62,612
1723
$13.9M 0.01%
1,188,513
-153,674
1724
$13.9M 0.01%
329,760
+174,425
1725
$13.9M 0.01%
533,722
-9,338
67 68
69
70 71