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 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$351M 0.14%
10,507,004
-1,315,410
177
$349M 0.13%
2,691,293
-1,926,195
178
$348M 0.13%
3,972,250
+855,019
179
$347M 0.13%
3,669,113
-199,193
180
$346M 0.13%
8,867,309
-265,936
181
$342M 0.13%
3,365,644
-343,537
182
$341M 0.13%
6,474,934
-305,730
183
$340M 0.13%
3,433,218
+363,173
184
$337M 0.13%
3,272,310
+44,023
185
$335M 0.13%
3,309,836
+492,401
186
$335M 0.13%
6,467,267
+264,550
187
$334M 0.13%
2,667,929
-196,434
188
$334M 0.13%
9,737,371
+2,802,731
189
$330M 0.13%
5,569,575
+126,660
190
$327M 0.13%
3,494,901
-43,945
191
$327M 0.13%
5,449,955
+3,638,494
192
$326M 0.13%
1,185,097
+157,737
193
$325M 0.12%
4,330,836
-118,463
194
$324M 0.12%
10,602,246
+412,334
195
$322M 0.12%
4,356,217
-14,288
196
$321M 0.12%
7,259,347
+61,012
197
$320M 0.12%
2,763,646
+32,803
198
$319M 0.12%
3,220,952
+1,094,201
199
$314M 0.12%
9,604,463
+375,726
200
$312M 0.12%
8,230,912
-1,108,017
6 7
8
9 10