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
1851
$12.1M ﹤0.01%
1,072,450
-23,540
1852
$12.1M ﹤0.01%
477,098
-305,754
1853
$12.1M ﹤0.01%
66,903
+47,154
1854
$12.1M ﹤0.01%
365,981
+91,633
1855
$12.1M ﹤0.01%
346,612
-11,860
1856
$12M ﹤0.01%
334,266
+304,418
1857
$12M ﹤0.01%
171,881
+111,634
1858
$12M ﹤0.01%
439,764
+6,872
1859
$12M ﹤0.01%
361,282
-7,393
1860
$12M ﹤0.01%
242,596
+19,951
1861
$11.9M ﹤0.01%
492,583
+22,729
1862
$11.9M ﹤0.01%
547,296
-303,356
1863
$11.9M ﹤0.01%
195,761
-81,046
1864
$11.9M ﹤0.01%
185,113
+75,677
1865
$11.9M ﹤0.01%
502,804
+87,244
1866
$11.9M ﹤0.01%
596,712
-28,023
1867
$11.9M ﹤0.01%
865,706
+16,442
1868
$11.8M ﹤0.01%
417,584
+75,478
1869
$11.8M ﹤0.01%
775,959
+25,641
1870
$11.8M ﹤0.01%
322,070
-76,732
1871
$11.8M ﹤0.01%
444,694
+45,958
1872
$11.8M ﹤0.01%
326,994
+15,942
1873
$11.7M ﹤0.01%
169,645
-36,412
1874
$11.7M ﹤0.01%
438,582
+34,998
1875
$11.7M ﹤0.01%
367,903
+78,390
73 74
75
76 77