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
4776
$330K ﹤0.01%
3,073
-18,884
4777
$330K ﹤0.01%
2,177
+170
4778
$329K ﹤0.01%
24,092
+8,038
4779
$329K ﹤0.01%
6,203
-17,861
4780
$329K ﹤0.01%
12,819
+2,244
4781
$329K ﹤0.01%
+16,400
4782
$328K ﹤0.01%
7,299
+753
4783
$328K ﹤0.01%
12,084
-71,605
4784
$328K ﹤0.01%
76,537
+33,223
4785
$327K ﹤0.01%
45,858
-152,080
4786
$326K ﹤0.01%
14,392
-37,014
4787
$326K ﹤0.01%
101,840
-13,386
4788
$325K ﹤0.01%
14,812
+6,690
4789
$324K ﹤0.01%
21,631
-500
4790
$324K ﹤0.01%
14,600
+8,200
4791
$322K ﹤0.01%
21,484
-505
4792
$322K ﹤0.01%
30,658
-2,212
4793
$322K ﹤0.01%
28,495
-12,250
4794
$322K ﹤0.01%
9,205
-3,040
4795
$321K ﹤0.01%
14,655
-24,074
4796
$321K ﹤0.01%
18,555
-22,863
4797
$320K ﹤0.01%
14,588
-293
4798
$319K ﹤0.01%
14,164
+456
4799
$319K ﹤0.01%
24,197
+14,587
4800
$318K ﹤0.01%
7,166
+3,393
190 191
192
193 194