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
201
$311M 0.12%
3,819,846
-1,061,957
202
$309M 0.12%
8,195,201
-162,892
203
$307M 0.12%
5,708,827
-500,141
204
$306M 0.12%
5,431,915
-668,236
205
$306M 0.12%
11,888,954
+7,463,022
206
$306M 0.12%
1,671,455
-14,920
207
$305M 0.12%
7,955,241
+1,001,962
208
$302M 0.12%
14,550,775
-234,341
209
$300M 0.12%
6,270,528
+720,823
210
$300M 0.12%
2,748,364
+39,497
211
$296M 0.11%
6,720,382
+723,760
212
$293M 0.11%
5,253,373
+485,308
213
$290M 0.11%
8,823,118
+1,903,127
214
$290M 0.11%
4,723,050
+3,567,359
215
$285M 0.11%
16,239,142
-3,181,022
216
$284M 0.11%
3,084,886
+54,583
217
$283M 0.11%
2,556,697
+47,007
218
$283M 0.11%
4,038,379
+120,665
219
$278M 0.11%
6,688,205
+129,790
220
$277M 0.11%
4,324,294
+1,026,378
221
$276M 0.11%
7,467,171
+6,039,329
222
$276M 0.11%
5,025,560
+321,007
223
$271M 0.1%
6,378,157
+448,660
224
$269M 0.1%
6,285,906
-2,539,128
225
$266M 0.1%
4,418,690
+235,936
7 8
9
10 11