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
4601
$429K ﹤0.01%
17,905
-6,214
4602
$428K ﹤0.01%
8,872
-5,380
4603
$426K ﹤0.01%
35,776
-227,866
4604
$426K ﹤0.01%
5,226
-137
4605
$425K ﹤0.01%
31,580
+26,816
4606
$425K ﹤0.01%
7,799
-49,203
4607
$425K ﹤0.01%
140,073
+125,934
4608
$424K ﹤0.01%
29,964
+10,521
4609
$423K ﹤0.01%
50,857
-24,003
4610
$421K ﹤0.01%
14,136
+2,132
4611
$421K ﹤0.01%
13,366
+11,933
4612
$421K ﹤0.01%
44,277
-3,137
4613
$421K ﹤0.01%
17,400
-104,310
4614
$420K ﹤0.01%
24,555
+4,145
4615
$418K ﹤0.01%
9,178
+347
4616
$418K ﹤0.01%
11,136
-8,953
4617
$418K ﹤0.01%
34,303
+28,403
4618
$417K ﹤0.01%
16,099
-4,910
4619
$417K ﹤0.01%
30,046
-14,918
4620
$416K ﹤0.01%
208,071
+57,775
4621
$416K ﹤0.01%
15,282
-34,792
4622
$416K ﹤0.01%
30,800
-4,209
4623
$416K ﹤0.01%
27,350
-41,629
4624
$416K ﹤0.01%
8,300
4625
$414K ﹤0.01%
2,673
+1,057
183 184
185
186 187