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
4526
$488K ﹤0.01%
40,970
-47,075
4527
$486K ﹤0.01%
6,449
-825
4528
$486K ﹤0.01%
+45,238
4529
$485K ﹤0.01%
37,707
-248,634
4530
$484K ﹤0.01%
22,901
-22,997
4531
$483K ﹤0.01%
32,117
+3,224
4532
$482K ﹤0.01%
135,924
-85,353
4533
$482K ﹤0.01%
19,526
-14,265
4534
$482K ﹤0.01%
16,633
-438
4535
$481K ﹤0.01%
43,136
-464
4536
$480K ﹤0.01%
14,138
-2,295
4537
$475K ﹤0.01%
54,573
-19,401
4538
$475K ﹤0.01%
12,189
-4,544
4539
$474K ﹤0.01%
27,006
+6,061
4540
$473K ﹤0.01%
13,223
-123
4541
$473K ﹤0.01%
16,067
+1,729
4542
$472K ﹤0.01%
24,472
+1,824
4543
$472K ﹤0.01%
16,280
-3,706
4544
$471K ﹤0.01%
15,414
+1,926
4545
$470K ﹤0.01%
22,948
-39,017
4546
$470K ﹤0.01%
20,817
+11,744
4547
$468K ﹤0.01%
167,898
-7,820
4548
$467K ﹤0.01%
108,804
+23,295
4549
$466K ﹤0.01%
34,964
-8,024
4550
$465K ﹤0.01%
48,132
+13,503
180 181
182
183 184