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
4576
$448K ﹤0.01%
22,663
+1,395
4577
$447K ﹤0.01%
27,905
-2,535
4578
$446K ﹤0.01%
18,484
+15,432
4579
$445K ﹤0.01%
33,508
+2,411
4580
$442K ﹤0.01%
27,097
+4,549
4581
$442K ﹤0.01%
24,914
+8,978
4582
$441K ﹤0.01%
30,804
+3,949
4583
$440K ﹤0.01%
31,891
-13,004
4584
$440K ﹤0.01%
8,601
-82
4585
$439K ﹤0.01%
21,538
+2,027
4586
$438K ﹤0.01%
18,571
+2,394
4587
$437K ﹤0.01%
12,995
-2,381
4588
$436K ﹤0.01%
17,099
-35
4589
$436K ﹤0.01%
11,816
-10,383
4590
$435K ﹤0.01%
18,081
+1,308
4591
$435K ﹤0.01%
18,459
-19,691
4592
$434K ﹤0.01%
85,138
-20,774
4593
$433K ﹤0.01%
22,679
-808
4594
$433K ﹤0.01%
8,527
-1,131
4595
$433K ﹤0.01%
18,107
-34,232
4596
$432K ﹤0.01%
46,060
+39,549
4597
$432K ﹤0.01%
65,186
-35,131
4598
$431K ﹤0.01%
9,001
-587
4599
$431K ﹤0.01%
30,775
-143,349
4600
$430K ﹤0.01%
28,661
+2,291
182 183
184
185 186