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
1801
$12.8M ﹤0.01%
245,942
+37,483
1802
$12.8M ﹤0.01%
461,752
-23,916
1803
$12.8M ﹤0.01%
1,950,204
-13,222
1804
$12.7M ﹤0.01%
195,082
-159,737
1805
$12.7M ﹤0.01%
34,307
+14,349
1806
$12.7M ﹤0.01%
186,904
-94,760
1807
$12.6M ﹤0.01%
318,561
-41,073
1808
$12.6M ﹤0.01%
408,777
-36,705
1809
$12.6M ﹤0.01%
390,160
+15,204
1810
$12.6M ﹤0.01%
787,417
-10,932
1811
$12.6M ﹤0.01%
117,919
-2,422
1812
$12.6M ﹤0.01%
631,004
+289,063
1813
$12.5M ﹤0.01%
146,580
+89,109
1814
$12.5M ﹤0.01%
215,348
+25,239
1815
$12.5M ﹤0.01%
1,175,561
+42,721
1816
$12.5M ﹤0.01%
653,496
+285,405
1817
$12.5M ﹤0.01%
1,852,912
+445,878
1818
$12.5M ﹤0.01%
1,355,314
+58,993
1819
$12.5M ﹤0.01%
855,439
+30,132
1820
$12.4M ﹤0.01%
621,675
+14,382
1821
$12.4M ﹤0.01%
142,333
+6,307
1822
$12.4M ﹤0.01%
960,738
-379,159
1823
$12.4M ﹤0.01%
544,768
+143,038
1824
$12.4M ﹤0.01%
685,937
+91,411
1825
$12.4M ﹤0.01%
210,236
+147,201
71 72
73
74 75