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
4126
$845K ﹤0.01%
9,250
-7,444
4127
$844K ﹤0.01%
115,933
+57,874
4128
$843K ﹤0.01%
27,379
-55,408
4129
$843K ﹤0.01%
65,995
+12,054
4130
$842K ﹤0.01%
11,790
+3,557
4131
$840K ﹤0.01%
+49,816
4132
$839K ﹤0.01%
40,284
+6,134
4133
$839K ﹤0.01%
42,662
+21,819
4134
$837K ﹤0.01%
11,734
+19
4135
$836K ﹤0.01%
17,037
+967
4136
$835K ﹤0.01%
387,035
+35,897
4137
$834K ﹤0.01%
31,502
-23,995
4138
$833K ﹤0.01%
76,329
+4,148
4139
$832K ﹤0.01%
72,055
+8,679
4140
$832K ﹤0.01%
151,227
-126,663
4141
$831K ﹤0.01%
56,866
+9,280
4142
$831K ﹤0.01%
12,269
+4,780
4143
$831K ﹤0.01%
57,962
+7,563
4144
$831K ﹤0.01%
57,662
+48,987
4145
$830K ﹤0.01%
22,186
-107,471
4146
$824K ﹤0.01%
92,999
-5,894
4147
$822K ﹤0.01%
84,232
+39,246
4148
$822K ﹤0.01%
43,735
+12,274
4149
$821K ﹤0.01%
35,126
+2,859
4150
$820K ﹤0.01%
+40,636
164 165
166
167 168