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
4451
$539K ﹤0.01%
20,954
-19,503
4452
$539K ﹤0.01%
9,781
-1,389
4453
$536K ﹤0.01%
17,243
-6,156
4454
$535K ﹤0.01%
17,184
-1,863
4455
$535K ﹤0.01%
20,292
-6,014
4456
$533K ﹤0.01%
29,669
-82,436
4457
$531K ﹤0.01%
+125,910
4458
$531K ﹤0.01%
50,547
+35,849
4459
$531K ﹤0.01%
41,937
-50,954
4460
$530K ﹤0.01%
194,712
+9,721
4461
$530K ﹤0.01%
90,092
-2,214
4462
$528K ﹤0.01%
38,141
+3,578
4463
$527K ﹤0.01%
8,646
-973
4464
$527K ﹤0.01%
+73,241
4465
$526K ﹤0.01%
26,127
-3,123
4466
$525K ﹤0.01%
62,927
-2,382
4467
$524K ﹤0.01%
67,648
+62,624
4468
$523K ﹤0.01%
87,656
-90,186
4469
$522K ﹤0.01%
+9,341
4470
$522K ﹤0.01%
58,439
-23,125
4471
$522K ﹤0.01%
54,121
+26,342
4472
$521K ﹤0.01%
38,702
-8,253
4473
$520K ﹤0.01%
43,279
+35,832
4474
$518K ﹤0.01%
636
+537
4475
$517K ﹤0.01%
16,862
-98,158
177 178
179
180 181