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
4551
$465K ﹤0.01%
12,950
+2,726
4552
$464K ﹤0.01%
31,785
+8,845
4553
$463K ﹤0.01%
20,355
-13,032
4554
$462K ﹤0.01%
+19,754
4555
$462K ﹤0.01%
28,821
+1,531
4556
$462K ﹤0.01%
21,083
-24,841
4557
$460K ﹤0.01%
14,334
+2,100
4558
$460K ﹤0.01%
+54,164
4559
$460K ﹤0.01%
17,933
+15,283
4560
$459K ﹤0.01%
20,430
-9,689
4561
$459K ﹤0.01%
46,429
-37,177
4562
$457K ﹤0.01%
23,312
+20,729
4563
$457K ﹤0.01%
65,026
+347
4564
$457K ﹤0.01%
94,941
-3,279
4565
$457K ﹤0.01%
35,933
-3,864
4566
$456K ﹤0.01%
+5
4567
$455K ﹤0.01%
32,568
+3,958
4568
$455K ﹤0.01%
34,869
-3,592
4569
$454K ﹤0.01%
27,232
-26,961
4570
$454K ﹤0.01%
25,341
-439,521
4571
$454K ﹤0.01%
61,459
+32,474
4572
$454K ﹤0.01%
36,125
-4,422
4573
$452K ﹤0.01%
8,678
-3,393
4574
$450K ﹤0.01%
31,930
-4,450
4575
$449K ﹤0.01%
10,607
-5,886
181 182
183
184 185