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
4626
$412K ﹤0.01%
2,702
-662
4627
$412K ﹤0.01%
11,981
-16,195
4628
$412K ﹤0.01%
77,639
-55,486
4629
$411K ﹤0.01%
72,042
-40,401
4630
$411K ﹤0.01%
346,142
-1,333,501
4631
$410K ﹤0.01%
30,184
+1,453
4632
$410K ﹤0.01%
5,359
-1,158
4633
$409K ﹤0.01%
8,177
-878
4634
– –
0
4635
$409K ﹤0.01%
9,706
-44
4636
$408K ﹤0.01%
16,656
-8,048
4637
$405K ﹤0.01%
57,779
-700
4638
$404K ﹤0.01%
27,370
+24,169
4639
$403K ﹤0.01%
19,492
+10,960
4640
$403K ﹤0.01%
33,176
-336
4641
$403K ﹤0.01%
8,560
-6
4642
$403K ﹤0.01%
41,959
+39,459
4643
$402K ﹤0.01%
8,300
+1,030
4644
$402K ﹤0.01%
84,007
-624,149
4645
$402K ﹤0.01%
136,444
-56,091
4646
$401K ﹤0.01%
44,094
+300
4647
$401K ﹤0.01%
6,210
-25,174
4648
$400K ﹤0.01%
8,554
-290
4649
$400K ﹤0.01%
30,089
+12,496
4650
$398K ﹤0.01%
16,881
+6,930
184 185
186
187 188