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
2351
$6.68M ﹤0.01%
267,255
+31,416
2352
$6.66M ﹤0.01%
608,144
-86,842
2353
$6.66M ﹤0.01%
186,139
+93,776
2354
$6.65M ﹤0.01%
299,559
-7,323
2355
$6.65M ﹤0.01%
60,546
-5,533
2356
$6.65M ﹤0.01%
115,665
+46,841
2357
$6.64M ﹤0.01%
937,891
+74,073
2358
$6.62M ﹤0.01%
135,127
-28,190
2359
$6.62M ﹤0.01%
239,842
+14,380
2360
$6.6M ﹤0.01%
33,760
-3,130
2361
$6.6M ﹤0.01%
636,834
+31,394
2362
$6.59M ﹤0.01%
159,138
+71,026
2363
$6.56M ﹤0.01%
214,940
+85,083
2364
$6.55M ﹤0.01%
2,640,464
+33,514
2365
$6.54M ﹤0.01%
46,224
+20,063
2366
$6.53M ﹤0.01%
201,879
-9,071
2367
$6.53M ﹤0.01%
94,510
+30,568
2368
$6.53M ﹤0.01%
63,441
-7,403
2369
$6.52M ﹤0.01%
160,841
+1,083
2370
$6.52M ﹤0.01%
199,981
+7,061
2371
$6.51M ﹤0.01%
90,133
-51,255
2372
$6.5M ﹤0.01%
248,265
-804,108
2373
$6.5M ﹤0.01%
220,713
-167,104
2374
$6.5M ﹤0.01%
120,368
-175,581
2375
$6.49M ﹤0.01%
547,950
-45,290
93 94
95
96 97