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
2251
$7.5M ﹤0.01%
418,133
-1,130,646
2252
$7.5M ﹤0.01%
68,542
+41,934
2253
$7.5M ﹤0.01%
548,567
+15,066
2254
$7.48M ﹤0.01%
601,470
+120,160
2255
$7.47M ﹤0.01%
427,772
-6,027
2256
$7.45M ﹤0.01%
306,300
+116,715
2257
$7.45M ﹤0.01%
10,233
-2,810
2258
$7.44M ﹤0.01%
408,274
+209,138
2259
$7.44M ﹤0.01%
435,998
+47,422
2260
$7.44M ﹤0.01%
893,038
-472,589
2261
$7.43M ﹤0.01%
546,539
+94,925
2262
– –
0
2263
$7.39M ﹤0.01%
272,489
+43,299
2264
$7.38M ﹤0.01%
432,829
+74,053
2265
$7.38M ﹤0.01%
323,579
+177,691
2266
$7.38M ﹤0.01%
2,072,491
+444,974
2267
$7.35M ﹤0.01%
294,074
-31,615
2268
$7.34M ﹤0.01%
378,900
-85,502
2269
$7.34M ﹤0.01%
499,445
-38,764
2270
$7.33M ﹤0.01%
603,096
+384,654
2271
$7.29M ﹤0.01%
199,669
-55,110
2272
$7.29M ﹤0.01%
1,200,860
-32,063
2273
$7.28M ﹤0.01%
175,668
-69,842
2274
$7.28M ﹤0.01%
133,550
+61,359
2275
$7.27M ﹤0.01%
145,228
-86,668
89 90
91
92 93