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
3451
$1.84M ﹤0.01%
38,601
-85,495
3452
$1.84M ﹤0.01%
58,914
-53,705
3453
$1.84M ﹤0.01%
40,180
+6,617
3454
$1.84M ﹤0.01%
94,920
-224,000
3455
$1.84M ﹤0.01%
118,517
+22,018
3456
$1.84M ﹤0.01%
41,401
-2,527
3457
$1.84M ﹤0.01%
352,240
+238,134
3458
$1.84M ﹤0.01%
126,023
-35,241
3459
$1.83M ﹤0.01%
623,270
-1,589,940
3460
$1.83M ﹤0.01%
18,310
-184
3461
$1.83M ﹤0.01%
57,327
-26,077
3462
$1.83M ﹤0.01%
440,771
+129,479
3463
$1.83M ﹤0.01%
196,549
+26,807
3464
$1.83M ﹤0.01%
48,580
+8,076
3465
$1.83M ﹤0.01%
119,392
+11,028
3466
$1.82M ﹤0.01%
31,184
+30,984
3467
$1.82M ﹤0.01%
46,880
+5,376
3468
$1.82M ﹤0.01%
71,565
+7,361
3469
$1.82M ﹤0.01%
66,436
-80,345
3470
$1.82M ﹤0.01%
117,471
-26,015
3471
$1.82M ﹤0.01%
71,507
+35,838
3472
$1.81M ﹤0.01%
75,098
+72,157
3473
$1.81M ﹤0.01%
254,797
+96,847
3474
$1.81M ﹤0.01%
91,481
-248,455
3475
$1.81M ﹤0.01%
57,586
+54,390
137 138
139
140 141