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
1901
$11.3M ﹤0.01%
183,887
+88,754
1902
$11.3M ﹤0.01%
331,856
+9,413
1903
$11.3M ﹤0.01%
466,000
1904
$11.3M ﹤0.01%
248,358
+19,339
1905
$11.3M ﹤0.01%
1,106,530
-14,768
1906
$11.3M ﹤0.01%
171,047
+68,643
1907
$11.3M ﹤0.01%
191,240
+1,200
1908
$11.2M ﹤0.01%
132,158
-14,133
1909
$11.2M ﹤0.01%
424,616
-146,779
1910
$11.2M ﹤0.01%
213,314
-41,237
1911
$11.2M ﹤0.01%
412,176
+44,647
1912
$11.2M ﹤0.01%
412,497
-153,869
1913
$11.2M ﹤0.01%
239,238
-17,121
1914
$11.2M ﹤0.01%
132,383
-71,974
1915
$11.1M ﹤0.01%
235,412
-192,816
1916
$11.1M ﹤0.01%
484,559
+6,806
1917
$11.1M ﹤0.01%
208,022
+97,480
1918
$11.1M ﹤0.01%
765,563
-76,118
1919
$11.1M ﹤0.01%
1,032,009
+24,107
1920
$11.1M ﹤0.01%
56,027
-11,376
1921
$11.1M ﹤0.01%
174,975
+75,601
1922
$11.1M ﹤0.01%
543,413
+74,827
1923
$11.1M ﹤0.01%
328,040
+89,725
1924
$11.1M ﹤0.01%
366,277
+21,673
1925
$11.1M ﹤0.01%
887,789
+23,013
75 76
77
78 79