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
2201
$8M ﹤0.01%
227,666
-42,872
2202
$7.97M ﹤0.01%
647,681
+390,841
2203
$7.96M ﹤0.01%
35,919
-14,699
2204
$7.96M ﹤0.01%
72,212
+539
2205
$7.96M ﹤0.01%
139,242
+95,517
2206
$7.95M ﹤0.01%
29,865
+4
2207
$7.94M ﹤0.01%
259,238
+71,218
2208
$7.93M ﹤0.01%
339,204
+109,412
2209
$7.93M ﹤0.01%
245,036
-73,679
2210
$7.91M ﹤0.01%
1,323,039
-61,434
2211
$7.91M ﹤0.01%
75,969
+5,599
2212
$7.9M ﹤0.01%
180,046
+11,112
2213
$7.88M ﹤0.01%
124,266
+36,009
2214
$7.88M ﹤0.01%
128,691
+127,075
2215
$7.88M ﹤0.01%
573,960
-16,354
2216
$7.86M ﹤0.01%
1,013,637
+177,379
2217
$7.84M ﹤0.01%
635,372
+121,464
2218
$7.83M ﹤0.01%
921,493
+713,027
2219
$7.82M ﹤0.01%
11,453
+2,991
2220
$7.8M ﹤0.01%
299,249
+189,087
2221
$7.78M ﹤0.01%
606,884
+54,029
2222
$7.77M ﹤0.01%
77,304
+437
2223
$7.76M ﹤0.01%
611,987
+43,126
2224
$7.76M ﹤0.01%
593,910
+15,823
2225
$7.75M ﹤0.01%
233,174
+19,871
87 88
89
90 91