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
4251
$727K ﹤0.01%
48,565
-5,459
4252
$726K ﹤0.01%
56,109
-16,783
4253
$725K ﹤0.01%
53,229
-11,681
4254
$722K ﹤0.01%
44,847
+9,847
4255
$722K ﹤0.01%
38,620
+25,418
4256
$722K ﹤0.01%
82,939
+76,272
4257
$721K ﹤0.01%
14,343
+2,682
4258
$716K ﹤0.01%
125,819
+1,390
4259
$715K ﹤0.01%
41,880
+22,011
4260
$715K ﹤0.01%
11,777
-5,675
4261
$711K ﹤0.01%
36,020
-2,025
4262
$711K ﹤0.01%
50,469
+9,783
4263
$711K ﹤0.01%
35,984
+3,426
4264
$710K ﹤0.01%
97,516
+1,960
4265
$710K ﹤0.01%
33,957
+14,453
4266
$708K ﹤0.01%
75,383
+49,188
4267
$706K ﹤0.01%
41,540
-13,409
4268
$705K ﹤0.01%
28,905
-4,724
4269
$704K ﹤0.01%
54,165
+26,423
4270
$702K ﹤0.01%
41,223
-17,100
4271
$701K ﹤0.01%
27,102
+25,777
4272
$700K ﹤0.01%
2,197
+925
4273
$697K ﹤0.01%
16,336
-19,631
4274
$696K ﹤0.01%
25,303
-5,669
4275
$695K ﹤0.01%
2,130
-1,074
169 170
171
172 173