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
4051
$910K ﹤0.01%
46,934
+2,161
4052
$909K ﹤0.01%
28,950
+1,028
4053
$908K ﹤0.01%
101,873
-27,044
4054
$902K ﹤0.01%
189,981
+16,939
4055
$902K ﹤0.01%
12,561
-21,399
4056
$901K ﹤0.01%
38,012
+8,768
4057
$901K ﹤0.01%
65,442
-181,931
4058
$900K ﹤0.01%
51,666
-37,484
4059
$899K ﹤0.01%
105,018
+85,846
4060
$898K ﹤0.01%
63,402
+1,368
4061
$896K ﹤0.01%
14,002
+645
4062
$895K ﹤0.01%
53,553
-1,698
4063
$895K ﹤0.01%
44,125
-10,598
4064
$893K ﹤0.01%
29,596
+7,953
4065
$893K ﹤0.01%
35,124
+31,653
4066
$893K ﹤0.01%
10,134
-9,286
4067
$890K ﹤0.01%
+122,987
4068
$890K ﹤0.01%
21,887
-8,067
4069
$890K ﹤0.01%
44,473
-733
4070
$887K ﹤0.01%
89,542
+22,404
4071
$886K ﹤0.01%
4,117
+895
4072
$886K ﹤0.01%
112,441
+66,593
4073
$886K ﹤0.01%
82,700
+3,803
4074
$886K ﹤0.01%
71,193
+1,754
4075
$885K ﹤0.01%
91,090
+1,163
161 162
163
164 165