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
4726
$353K ﹤0.01%
32,350
-22,330
4727
$352K ﹤0.01%
12,976
+648
4728
$351K ﹤0.01%
11,014
+1,780
4729
$351K ﹤0.01%
17,890
-134,657
4730
$351K ﹤0.01%
13,356
+5,082
4731
$351K ﹤0.01%
19,081
+3,724
4732
$350K ﹤0.01%
9,530
-1,565
4733
$350K ﹤0.01%
8,662
-1,597
4734
$350K ﹤0.01%
52,212
+42,860
4735
$349K ﹤0.01%
17,473
-42,335
4736
$347K ﹤0.01%
13,400
-23,320
4737
$347K ﹤0.01%
19,951
+822
4738
$347K ﹤0.01%
11,069
-22,825
4739
$347K ﹤0.01%
4,506
-356
4740
$346K ﹤0.01%
6,166
-2,071
4741
$346K ﹤0.01%
25,921
+2,739
4742
$345K ﹤0.01%
6,097
+316
4743
$345K ﹤0.01%
13,060
+1,824
4744
$345K ﹤0.01%
10,231
-157
4745
$345K ﹤0.01%
20,474
-2,425
4746
$343K ﹤0.01%
20,523
+175
4747
$343K ﹤0.01%
26,151
+11,503
4748
$343K ﹤0.01%
13,007
-19,118
4749
$343K ﹤0.01%
3,005
-13,418
4750
$343K ﹤0.01%
8,230
+156
188 189
190
191 192