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
4076
$885K ﹤0.01%
1,974
-1,756
4077
$885K ﹤0.01%
10,600
+1,245
4078
$883K ﹤0.01%
109,990
+66,126
4079
$883K ﹤0.01%
401,434
+39,966
4080
$882K ﹤0.01%
+56,797
4081
$882K ﹤0.01%
35,711
-27,546
4082
$881K ﹤0.01%
130,406
+59,935
4083
$880K ﹤0.01%
16,484
-11,775
4084
$880K ﹤0.01%
68,199
+10,983
4085
$879K ﹤0.01%
22,069
+13,176
4086
$878K ﹤0.01%
+4,833
4087
$878K ﹤0.01%
61,591
-17,894
4088
$878K ﹤0.01%
32,324
-30,179
4089
$875K ﹤0.01%
5,656
-224
4090
$875K ﹤0.01%
34,777
+280
4091
$874K ﹤0.01%
32,285
-8,653
4092
$873K ﹤0.01%
77,520
-2,110
4093
$872K ﹤0.01%
244,473
-53,590
4094
$872K ﹤0.01%
190,211
+43,503
4095
$870K ﹤0.01%
73,039
-1,088
4096
$868K ﹤0.01%
69,942
+17,366
4097
$867K ﹤0.01%
40,986
-47,088
4098
$866K ﹤0.01%
78,065
+54,353
4099
$866K ﹤0.01%
34,102
+8,871
4100
$865K ﹤0.01%
107,321
+67,752
162 163
164
165 166