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
4401
$580K ﹤0.01%
89,624
-8,366
4402
$579K ﹤0.01%
63,758
+46,967
4403
$579K ﹤0.01%
72,588
+29,480
4404
$578K ﹤0.01%
27,135
-150,277
4405
$578K ﹤0.01%
17,214
+6,409
4406
$577K ﹤0.01%
36,800
-45,674
4407
$577K ﹤0.01%
18,571
-132,549
4408
$576K ﹤0.01%
37,838
+29,245
4409
$576K ﹤0.01%
30,936
-5,820
4410
$575K ﹤0.01%
22,896
+4,256
4411
$574K ﹤0.01%
170,987
+4,300
4412
$572K ﹤0.01%
11,324
-1,009
4413
$570K ﹤0.01%
224,670
-88,184
4414
$570K ﹤0.01%
101,609
-13,276
4415
$568K ﹤0.01%
124,062
+33,293
4416
$567K ﹤0.01%
+23,182
4417
$567K ﹤0.01%
4,574
-7
4418
$565K ﹤0.01%
16,075
-61,432
4419
$565K ﹤0.01%
25,623
-62,167
4420
$564K ﹤0.01%
2,949
+1,242
4421
$564K ﹤0.01%
27,778
-881
4422
$563K ﹤0.01%
51,458
+7,933
4423
$562K ﹤0.01%
12,805
+4,538
4424
$560K ﹤0.01%
207,086
-386
4425
$560K ﹤0.01%
15,649
+2,049
175 176
177
178 179