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
4101
$864K ﹤0.01%
68,911
-19,477
4102
$863K ﹤0.01%
24,729
+2,962
4103
$863K ﹤0.01%
52,099
-50,358
4104
$863K ﹤0.01%
17,172
-15,065
4105
$862K ﹤0.01%
64,275
-18,553
4106
$862K ﹤0.01%
15,228
+5,099
4107
$861K ﹤0.01%
39,276
+10,022
4108
$860K ﹤0.01%
27,449
-863
4109
$860K ﹤0.01%
238,958
-28,745
4110
$859K ﹤0.01%
37,039
+24,239
4111
$858K ﹤0.01%
54,648
+5,801
4112
$857K ﹤0.01%
22,276
+3,019
4113
$857K ﹤0.01%
68,206
-37,808
4114
$856K ﹤0.01%
40,816
-33,959
4115
$855K ﹤0.01%
140,572
-172,146
4116
$853K ﹤0.01%
177,301
+94,739
4117
$852K ﹤0.01%
29,625
+7,569
4118
$850K ﹤0.01%
336,800
+237,500
4119
$850K ﹤0.01%
49,870
+17,006
4120
$849K ﹤0.01%
129,654
+487
4121
$849K ﹤0.01%
25,470
+18,960
4122
$849K ﹤0.01%
25,542
-7,952
4123
$849K ﹤0.01%
111,932
+11,609
4124
$849K ﹤0.01%
55,475
+6,183
4125
$846K ﹤0.01%
83,894
-79,523
163 164
165
166 167