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
1826
$12.4M ﹤0.01%
589,847
+54,547
1827
$12.4M ﹤0.01%
413,669
+255,147
1828
$12.3M ﹤0.01%
386,974
-257,319
1829
$12.3M ﹤0.01%
170,985
-149,930
1830
$12.3M ﹤0.01%
2,232,048
-657,376
1831
$12.3M ﹤0.01%
399,654
+294,734
1832
$12.3M ﹤0.01%
186,679
-88,407
1833
$12.3M ﹤0.01%
238,443
+17,481
1834
$12.2M ﹤0.01%
314,440
-149,720
1835
$12.2M ﹤0.01%
516,349
-38,439
1836
$12.2M ﹤0.01%
1,233,632
-3,880
1837
$12.2M ﹤0.01%
712,327
-7,325
1838
$12.2M ﹤0.01%
133,722
-55,931
1839
$12.2M ﹤0.01%
1,032,020
+480,438
1840
$12.2M ﹤0.01%
149,951
-52,902
1841
$12.2M ﹤0.01%
+338,396
1842
$12.1M ﹤0.01%
949,342
+96,990
1843
$12.1M ﹤0.01%
364,540
-2,949,040
1844
$12.1M ﹤0.01%
226,355
+81,732
1845
$12.1M ﹤0.01%
673,046
+413,650
1846
$12.1M ﹤0.01%
1,228,520
+69,939
1847
$12.1M ﹤0.01%
220,356
-42,952
1848
$12.1M ﹤0.01%
1,224,461
+38,579
1849
$12.1M ﹤0.01%
266,175
-303,742
1850
$12.1M ﹤0.01%
326,438
-8,770
72 73
74
75 76