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
3776
$1.26M ﹤0.01%
108,533
+1,425
3777
$1.26M ﹤0.01%
78,363
+8,813
3778
$1.26M ﹤0.01%
+1,054
3779
$1.26M ﹤0.01%
176,740
+16,190
3780
$1.26M ﹤0.01%
30,198
+5,004
3781
$1.26M ﹤0.01%
70,032
+4,676
3782
$1.26M ﹤0.01%
85,296
+25,876
3783
$1.26M ﹤0.01%
99,725
-33,165
3784
$1.26M ﹤0.01%
117,399
+19,582
3785
$1.25M ﹤0.01%
69,001
-5,864
3786
$1.25M ﹤0.01%
150,014
-54,961
3787
$1.25M ﹤0.01%
60,956
-12,719
3788
$1.25M ﹤0.01%
272,655
-315,271
3789
$1.25M ﹤0.01%
26,467
-1,153
3790
$1.25M ﹤0.01%
54,298
-1,350
3791
$1.24M ﹤0.01%
60,735
+5,916
3792
$1.24M ﹤0.01%
91,940
+5,392
3793
$1.24M ﹤0.01%
62,713
-137,137
3794
$1.24M ﹤0.01%
26
+24
3795
$1.24M ﹤0.01%
28,095
+117
3796
$1.24M ﹤0.01%
186,634
-7,711
3797
$1.24M ﹤0.01%
79,753
+52,842
3798
$1.24M ﹤0.01%
56,028
+42,307
3799
$1.24M ﹤0.01%
86,464
-110,181
3800
$1.23M ﹤0.01%
22,576
+10,493
150 151
152
153 154