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
2326
$6.82M ﹤0.01%
753,505
+50,894
2327
$6.8M ﹤0.01%
533,500
-4,752
2328
$6.8M ﹤0.01%
48,814
+16,718
2329
$6.8M ﹤0.01%
113,496
+602
2330
$6.78M ﹤0.01%
178,728
-87,415
2331
$6.78M ﹤0.01%
409,736
-9,352
2332
$6.78M ﹤0.01%
366,120
+139,620
2333
$6.77M ﹤0.01%
2,454,402
+324,671
2334
$6.77M ﹤0.01%
90,038
+13,723
2335
$6.77M ﹤0.01%
579,461
+9,170
2336
$6.77M ﹤0.01%
+270,577
2337
$6.76M ﹤0.01%
98,022
+21,934
2338
$6.74M ﹤0.01%
115,402
+52,144
2339
$6.73M ﹤0.01%
37,162
-4,797
2340
$6.73M ﹤0.01%
80,234
+6,705
2341
$6.72M ﹤0.01%
344,879
-46,105
2342
$6.71M ﹤0.01%
124,364
-79,109
2343
$6.7M ﹤0.01%
302,912
-93,937
2344
$6.7M ﹤0.01%
90,457
+20,738
2345
$6.7M ﹤0.01%
193,139
+57,032
2346
$6.7M ﹤0.01%
11,752
+4,322
2347
$6.69M ﹤0.01%
1,883,962
-1,579,956
2348
$6.69M ﹤0.01%
100,241
+24,452
2349
$6.68M ﹤0.01%
248,612
-9,320
2350
$6.68M ﹤0.01%
139,978
+42,350
92 93
94
95 96