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
4501
$501K ﹤0.01%
40,637
+1,303
4502
$500K ﹤0.01%
20,940
+4,423
4503
$500K ﹤0.01%
35,692
+11,756
4504
$500K ﹤0.01%
14,956
-4,435
4505
$500K ﹤0.01%
37,194
+2,246
4506
$499K ﹤0.01%
11,338
-5,079
4507
$498K ﹤0.01%
98,132
+24,271
4508
$498K ﹤0.01%
32,054
+546
4509
$498K ﹤0.01%
15,992
+1,362
4510
$498K ﹤0.01%
29,334
-184,822
4511
$497K ﹤0.01%
6,637
+1,094
4512
$496K ﹤0.01%
20,966
+792
4513
$496K ﹤0.01%
249
+13
4514
$496K ﹤0.01%
45,412
-5,056
4515
$496K ﹤0.01%
152,503
+80,232
4516
$494K ﹤0.01%
51,433
+11,340
4517
$493K ﹤0.01%
59,545
4518
$493K ﹤0.01%
9,769
+2,865
4519
– –
0
4520
$492K ﹤0.01%
15,909
+666
4521
$492K ﹤0.01%
1,300
+186
4522
$492K ﹤0.01%
76,844
-40,758
4523
$491K ﹤0.01%
30,508
-6,247
4524
$489K ﹤0.01%
981
+686
4525
$488K ﹤0.01%
35,058
-17,016
179 180
181
182 183