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
4001
$960K ﹤0.01%
47,566
-13,500
4002
$959K ﹤0.01%
64,938
-190,793
4003
$959K ﹤0.01%
54,772
+7,300
4004
$958K ﹤0.01%
97,207
-3,719
4005
$958K ﹤0.01%
87,566
+1,725
4006
$958K ﹤0.01%
44,544
-317,375
4007
$956K ﹤0.01%
24,133
-333
4008
$956K ﹤0.01%
100,149
+8,815
4009
$956K ﹤0.01%
40,277
+2,227
4010
$954K ﹤0.01%
+20,800
4011
$953K ﹤0.01%
34,955
-51,091
4012
$952K ﹤0.01%
80,174
-2,382
4013
$952K ﹤0.01%
43,265
-23,458
4014
$950K ﹤0.01%
74,473
+8,560
4015
$950K ﹤0.01%
40,881
-69
4016
$948K ﹤0.01%
27,663
+2,371
4017
$948K ﹤0.01%
66,060
4018
$947K ﹤0.01%
31,611
+1,301
4019
$944K ﹤0.01%
41,129
-1,431
4020
$943K ﹤0.01%
81,185
+32,815
4021
$943K ﹤0.01%
163,986
+24,340
4022
$941K ﹤0.01%
18,549
+5,404
4023
$941K ﹤0.01%
89,515
-11,619
4024
$939K ﹤0.01%
45,490
-13,783
4025
$938K ﹤0.01%
47,622
-669
159 160
161
162 163