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
1751
$13.5M 0.01%
516,476
+362,860
1752
$13.5M 0.01%
318,416
+11,304
1753
$13.5M 0.01%
515,837
+438,747
1754
$13.4M 0.01%
2,015,608
-140,344
1755
$13.4M 0.01%
+268,126
1756
$13.4M 0.01%
942,687
+54,458
1757
$13.4M 0.01%
452,025
+272,472
1758
$13.3M 0.01%
826,662
-292,569
1759
$13.3M 0.01%
262,617
+246,680
1760
$13.3M 0.01%
891,973
+466,094
1761
$13.3M 0.01%
342,311
-59,285
1762
$13.3M 0.01%
640,446
+260,358
1763
$13.3M 0.01%
628,415
+86,515
1764
$13.3M 0.01%
272,516
-10,870
1765
$13.3M 0.01%
297,253
+91,183
1766
$13.3M 0.01%
299,782
+62,257
1767
$13.2M 0.01%
331,864
-59,630
1768
$13.2M 0.01%
782,375
+62,777
1769
$13.2M 0.01%
561,652
+96,408
1770
$13.2M 0.01%
930,915
-36,434
1771
$13.2M 0.01%
225,787
+169,085
1772
$13.2M 0.01%
+566,547
1773
$13.1M 0.01%
215,398
-61,141
1774
$13.1M 0.01%
171,385
-31,636
1775
$13.1M 0.01%
754,403
+313,567
69 70
71
72 73