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
4751
$342K ﹤0.01%
17,879
-5,797
4752
$342K ﹤0.01%
42,133
+13,485
4753
$341K ﹤0.01%
10,684
+2,459
4754
$341K ﹤0.01%
25,008
+14,617
4755
$341K ﹤0.01%
14,908
-3,122
4756
$341K ﹤0.01%
17,710
+16,610
4757
$340K ﹤0.01%
25,508
-1,254
4758
$339K ﹤0.01%
6,110
+1,444
4759
$337K ﹤0.01%
14,019
-38,267
4760
$335K ﹤0.01%
15,881
+14,718
4761
$335K ﹤0.01%
7,967
-1,692
4762
$335K ﹤0.01%
12,122
+3,845
4763
$335K ﹤0.01%
34,405
+16,206
4764
$334K ﹤0.01%
13,782
+7,895
4765
$334K ﹤0.01%
13,950
-122,863
4766
$334K ﹤0.01%
64,178
-36,189
4767
$333K ﹤0.01%
4,888
-1,600
4768
$333K ﹤0.01%
90,142
+43,417
4769
$333K ﹤0.01%
36,836
-1,588
4770
$333K ﹤0.01%
17,531
-30,219
4771
$331K ﹤0.01%
26,619
+9,843
4772
$331K ﹤0.01%
29,160
-26,297
4773
$331K ﹤0.01%
158,907
-233
4774
$331K ﹤0.01%
15,140
+1,389
4775
$330K ﹤0.01%
1,370
+1,329
189 190
191
192 193