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
4351
$621K ﹤0.01%
12,626
-296
4352
$620K ﹤0.01%
44,327
+44
4353
$620K ﹤0.01%
54,889
-1,879
4354
$619K ﹤0.01%
47,085
-5,514
4355
$619K ﹤0.01%
65,731
+6,887
4356
$619K ﹤0.01%
1,411
+376
4357
$619K ﹤0.01%
48,779
+26,392
4358
$619K ﹤0.01%
158,808
+10,206
4359
$618K ﹤0.01%
12,482
-3,633
4360
$617K ﹤0.01%
643
+509
4361
$615K ﹤0.01%
19,328
-7,352
4362
$614K ﹤0.01%
31,572
-61,836
4363
$614K ﹤0.01%
17,729
-1,221
4364
$613K ﹤0.01%
48,198
+16,903
4365
$613K ﹤0.01%
104,499
+31,374
4366
$612K ﹤0.01%
48,859
-51,390
4367
$610K ﹤0.01%
24,192
+8,050
4368
$609K ﹤0.01%
16,690
-1,547
4369
$609K ﹤0.01%
88,453
+5,011
4370
$606K ﹤0.01%
357,007
+68,847
4371
$605K ﹤0.01%
68,359
+62,584
4372
$605K ﹤0.01%
94,347
+12,613
4373
$604K ﹤0.01%
41,982
-10,287
4374
$603K ﹤0.01%
21,326
-37,589
4375
$602K ﹤0.01%
99,753
+71,006
173 174
175
176 177