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
2226
$7.73M ﹤0.01%
152,603
+101,246
2227
$7.71M ﹤0.01%
95,870
-29,197
2228
$7.7M ﹤0.01%
280,757
+25,291
2229
$7.7M ﹤0.01%
535,083
+25,631
2230
$7.68M ﹤0.01%
675,058
+28,290
2231
$7.68M ﹤0.01%
307,440
-11,194
2232
$7.67M ﹤0.01%
472,041
-149,430
2233
$7.66M ﹤0.01%
339,703
-3,181
2234
$7.65M ﹤0.01%
128,029
+34,725
2235
$7.64M ﹤0.01%
362,330
-202,978
2236
$7.62M ﹤0.01%
276,722
-94,227
2237
$7.62M ﹤0.01%
271,327
+19,406
2238
$7.62M ﹤0.01%
418,880
+17,735
2239
$7.62M ﹤0.01%
67,181
+47
2240
$7.59M ﹤0.01%
492,057
+54,302
2241
$7.59M ﹤0.01%
246,735
-1,046
2242
$7.58M ﹤0.01%
184,289
+45,209
2243
$7.58M ﹤0.01%
11,586
+3,377
2244
$7.57M ﹤0.01%
320,733
+26,697
2245
$7.57M ﹤0.01%
728,806
+37,279
2246
$7.55M ﹤0.01%
146,908
+938
2247
$7.54M ﹤0.01%
280,914
+134,434
2248
$7.54M ﹤0.01%
71,233
+15,836
2249
$7.53M ﹤0.01%
140,867
+19,053
2250
$7.53M ﹤0.01%
531,306
+46,659
88 89
90
91 92