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
4326
$650K ﹤0.01%
52,669
-336
4327
$648K ﹤0.01%
360,243
+125,616
4328
$644K ﹤0.01%
29,948
-437
4329
$643K ﹤0.01%
2,900
+874
4330
$641K ﹤0.01%
31,956
-56,225
4331
$640K ﹤0.01%
21,145
-1,678
4332
$640K ﹤0.01%
54,252
+46,532
4333
$639K ﹤0.01%
53,318
+21,081
4334
$639K ﹤0.01%
101,100
-20
4335
$638K ﹤0.01%
11,434
-38,639
4336
$636K ﹤0.01%
10,998
-3,777
4337
$636K ﹤0.01%
32,625
-382,956
4338
$636K ﹤0.01%
+22,297
4339
$635K ﹤0.01%
3,794
-9,854
4340
$634K ﹤0.01%
24,413
+2,537
4341
$634K ﹤0.01%
46,540
-5,293
4342
$631K ﹤0.01%
11,799
-4,595
4343
$629K ﹤0.01%
27,982
+1,083
4344
$627K ﹤0.01%
196,134
+152,725
4345
$627K ﹤0.01%
36,887
+16,443
4346
$626K ﹤0.01%
52,196
-39,468
4347
$625K ﹤0.01%
49,100
+40,661
4348
$624K ﹤0.01%
15,269
+518
4349
$624K ﹤0.01%
40,574
+5,925
4350
$623K ﹤0.01%
39,023
+4,491
172 173
174
175 176