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
4151
$818K ﹤0.01%
132,039
+68,145
4152
$818K ﹤0.01%
18,558
+6,839
4153
$818K ﹤0.01%
26,990
-21,939
4154
$817K ﹤0.01%
64,279
-29,531
4155
$817K ﹤0.01%
31,805
-7,038
4156
$816K ﹤0.01%
114,635
-117,591
4157
$816K ﹤0.01%
233,782
-630,665
4158
$814K ﹤0.01%
26,052
+3,700
4159
$814K ﹤0.01%
35,734
+5,752
4160
$814K ﹤0.01%
72,000
-2,498
4161
$814K ﹤0.01%
369,626
+35,635
4162
$814K ﹤0.01%
29,295
-69,192
4163
$813K ﹤0.01%
27,191
-249
4164
$810K ﹤0.01%
65,405
-14,151
4165
$809K ﹤0.01%
14,269
+1,293
4166
$809K ﹤0.01%
268,539
-65,141
4167
$807K ﹤0.01%
29,361
-1,378
4168
$806K ﹤0.01%
+69,160
4169
$806K ﹤0.01%
+46,449
4170
$806K ﹤0.01%
68,244
+6,672
4171
$806K ﹤0.01%
326,496
+7,865
4172
$805K ﹤0.01%
84,183
-5,541
4173
$804K ﹤0.01%
54,762
-433
4174
$803K ﹤0.01%
24,878
+14,035
4175
$803K ﹤0.01%
39,434
-16,596
165 166
167
168 169