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
4226
$748K ﹤0.01%
5,370
-301
4227
$746K ﹤0.01%
66,696
+19,883
4228
$746K ﹤0.01%
110,723
+25,534
4229
$746K ﹤0.01%
71,691
+4,159
4230
$743K ﹤0.01%
50,741
-14,412
4231
$742K ﹤0.01%
30,558
-497
4232
$742K ﹤0.01%
52,251
-68,889
4233
$741K ﹤0.01%
6,020
+873
4234
$741K ﹤0.01%
22,438
+16,333
4235
$738K ﹤0.01%
34,830
+10,102
4236
$737K ﹤0.01%
37,282
-12,827
4237
$737K ﹤0.01%
90,938
+36,582
4238
$736K ﹤0.01%
14,150
+12,332
4239
$736K ﹤0.01%
49,691
-9,871
4240
$736K ﹤0.01%
20,783
+646
4241
$735K ﹤0.01%
39,122
-18,190
4242
$735K ﹤0.01%
62,634
-41,985
4243
$735K ﹤0.01%
133,621
+15,659
4244
$735K ﹤0.01%
5,975
-1,727
4245
$733K ﹤0.01%
45,796
-6,358
4246
$733K ﹤0.01%
8,069
+632
4247
$731K ﹤0.01%
11,979
+4,530
4248
$730K ﹤0.01%
47,914
+7,699
4249
$729K ﹤0.01%
13,154
+3,997
4250
$727K ﹤0.01%
29,986
-59,064
168 169
170
171 172