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
3576
$1.56M ﹤0.01%
37,440
-47,089
3577
$1.56M ﹤0.01%
32,998
-27,773
3578
$1.56M ﹤0.01%
55,666
+1,584
3579
$1.56M ﹤0.01%
42,067
+13,705
3580
$1.56M ﹤0.01%
141,925
-29,387
3581
$1.56M ﹤0.01%
239,493
+122,486
3582
$1.56M ﹤0.01%
59,856
+15,140
3583
$1.56M ﹤0.01%
1,081,463
+699,175
3584
$1.56M ﹤0.01%
58,499
+36,219
3585
$1.56M ﹤0.01%
192,007
+359
3586
$1.55M ﹤0.01%
82,246
-28,089
3587
$1.55M ﹤0.01%
200,501
+148,592
3588
$1.55M ﹤0.01%
63,570
+33,062
3589
$1.55M ﹤0.01%
57,387
-34,165
3590
$1.55M ﹤0.01%
3,827
-1,421
3591
$1.55M ﹤0.01%
60,745
+10,445
3592
$1.55M ﹤0.01%
64,471
+51,685
3593
$1.54M ﹤0.01%
44,331
+22,431
3594
$1.54M ﹤0.01%
39,257
-15,966
3595
$1.54M ﹤0.01%
117,580
-90,130
3596
$1.54M ﹤0.01%
33,923
+21,818
3597
$1.54M ﹤0.01%
44,079
-59,272
3598
$1.54M ﹤0.01%
8,882
-6,169
3599
$1.54M ﹤0.01%
33,458
-118,550
3600
$1.54M ﹤0.01%
56,234
-36,696
142 143
144
145 146