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
4176
$800K ﹤0.01%
58,422
+16,478
4177
$799K ﹤0.01%
19,924
+4,707
4178
$798K ﹤0.01%
60,127
-84,229
4179
$796K ﹤0.01%
18,887
-292,171
4180
$793K ﹤0.01%
30,830
-60,622
4181
$792K ﹤0.01%
12,190
+1,631
4182
$792K ﹤0.01%
40,852
+19,000
4183
$791K ﹤0.01%
27,981
-100,276
4184
$791K ﹤0.01%
69,609
+44,930
4185
$789K ﹤0.01%
22,422
-740
4186
$787K ﹤0.01%
50,173
+15,385
4187
$787K ﹤0.01%
+40,268
4188
$786K ﹤0.01%
52,891
+37,476
4189
$785K ﹤0.01%
38,710
+4,523
4190
$785K ﹤0.01%
63,451
+52,748
4191
$783K ﹤0.01%
15,279
-908
4192
$782K ﹤0.01%
+68,079
4193
$781K ﹤0.01%
54,649
+20,437
4194
$780K ﹤0.01%
4,205
-275
4195
$778K ﹤0.01%
74,399
-43,809
4196
$777K ﹤0.01%
98,720
+44,283
4197
$775K ﹤0.01%
84,800
+15,206
4198
$774K ﹤0.01%
43,816
+19,765
4199
$773K ﹤0.01%
661,089
-29,115
4200
$771K ﹤0.01%
192,415
+39,972
166 167
168
169 170