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
4301
$671K ﹤0.01%
40,285
-5,599
4302
$670K ﹤0.01%
16,236
+10,436
4303
$670K ﹤0.01%
41,311
+9,508
4304
$670K ﹤0.01%
18,083
+2,129
4305
$669K ﹤0.01%
39,060
-54,751
4306
$668K ﹤0.01%
70,535
-93,478
4307
$667K ﹤0.01%
218,773
-20,871
4308
$667K ﹤0.01%
10,331
-2,062
4309
$667K ﹤0.01%
138,967
-17,684
4310
$667K ﹤0.01%
1,332
-375
4311
$667K ﹤0.01%
13,101
-4,050
4312
$666K ﹤0.01%
34,960
+12,075
4313
$663K ﹤0.01%
47,710
-18,451
4314
$661K ﹤0.01%
24,542
-10,424
4315
$660K ﹤0.01%
55,144
-14,674
4316
$659K ﹤0.01%
20,304
-807
4317
$659K ﹤0.01%
38,543
-1,487
4318
$656K ﹤0.01%
8,981
+3,064
4319
$656K ﹤0.01%
60,527
-13,766
4320
$653K ﹤0.01%
28,893
+7,289
4321
$653K ﹤0.01%
70,814
-6,295
4322
$651K ﹤0.01%
38,930
+2,215
4323
$651K ﹤0.01%
13,363
+2,273
4324
$651K ﹤0.01%
106,953
-2,651
4325
$651K ﹤0.01%
44,586
+7,244
171 172
173
174 175