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
1776
$13.1M 0.01%
608,395
-428,258
1777
$13.1M 0.01%
251,811
-22,579
1778
$13.1M 0.01%
172,945
+13,020
1779
$13.1M 0.01%
298,458
+79,750
1780
$13.1M 0.01%
207,722
+37,974
1781
$13M 0.01%
2,088,792
+714,376
1782
$13M 0.01%
349,803
-69,612
1783
$13M 0.01%
547,466
+199,442
1784
$13M 0.01%
307,096
-316,912
1785
$13M 0.01%
419,180
+99,304
1786
$13M 0.01%
84,361
+26,094
1787
$13M 0.01%
502,965
+116,497
1788
$12.9M 0.01%
253,100
+23,103
1789
$12.9M 0.01%
70,732
+49,582
1790
$12.9M 0.01%
210,309
-1,215
1791
$12.9M 0.01%
364,162
+82,638
1792
$12.9M 0.01%
306,786
-425,145
1793
$12.9M ﹤0.01%
362,584
+103,899
1794
$12.9M ﹤0.01%
263,138
+55,456
1795
$12.9M ﹤0.01%
481,708
-100,213
1796
$12.8M ﹤0.01%
318,186
-248,900
1797
$12.8M ﹤0.01%
804,844
-52,919
1798
$12.8M ﹤0.01%
302,398
+90,223
1799
$12.8M ﹤0.01%
142,467
-69,056
1800
$12.8M ﹤0.01%
579,677
+68,535
70 71
72
73 74