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
4476
$517K ﹤0.01%
40,277
+7,898
4477
$516K ﹤0.01%
110,705
-151,263
4478
$515K ﹤0.01%
23,471
-13
4479
$513K ﹤0.01%
74,918
+830
4480
$513K ﹤0.01%
23,211
-2,377
4481
$513K ﹤0.01%
7,136
+1,016
4482
$513K ﹤0.01%
+21,400
4483
$513K ﹤0.01%
16,650
-560,181
4484
$512K ﹤0.01%
29,379
-1,004
4485
$511K ﹤0.01%
28,549
-2,138
4486
$510K ﹤0.01%
34,674
+17,273
4487
$509K ﹤0.01%
+1
4488
$509K ﹤0.01%
38,152
+2,333
4489
$509K ﹤0.01%
61,116
-19,708
4490
$508K ﹤0.01%
37,785
+14,521
4491
$508K ﹤0.01%
31,302
+8,205
4492
$507K ﹤0.01%
62,843
-1,161
4493
$506K ﹤0.01%
18,032
-616
4494
$506K ﹤0.01%
6,951
+366
4495
$506K ﹤0.01%
49,694
+24,963
4496
$505K ﹤0.01%
24,376
-74,322
4497
$504K ﹤0.01%
25,363
-32,988
4498
$503K ﹤0.01%
34,250
-62,986
4499
$502K ﹤0.01%
43,187
+26,029
4500
$502K ﹤0.01%
15,183
+3,351
178 179
180
181 182