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
4801
$317K ﹤0.01%
25,263
-451
4802
$317K ﹤0.01%
13,317
+1,880
4803
$314K ﹤0.01%
4,038
-2,088
4804
$314K ﹤0.01%
23,879
-1,215
4805
$313K ﹤0.01%
16,170
-130,948
4806
$313K ﹤0.01%
11,418
-1,613
4807
$312K ﹤0.01%
18,855
-134,123
4808
$312K ﹤0.01%
1,971
+1,746
4809
$310K ﹤0.01%
48,239
-61
4810
$310K ﹤0.01%
1,580
+1,221
4811
$310K ﹤0.01%
22,767
+14,224
4812
$309K ﹤0.01%
29,808
+14,384
4813
$309K ﹤0.01%
1,021
+198
4814
$309K ﹤0.01%
31,339
-2,216
4815
$309K ﹤0.01%
21,280
+3,165
4816
$308K ﹤0.01%
62,353
-6,690
4817
$308K ﹤0.01%
12,443
+2,199
4818
$307K ﹤0.01%
19,503
-74,287
4819
$307K ﹤0.01%
23,790
+14,340
4820
$307K ﹤0.01%
16,625
+2,840
4821
$305K ﹤0.01%
+892
4822
$305K ﹤0.01%
40,732
-2,500
4823
$305K ﹤0.01%
63,696
+24,652
4824
$305K ﹤0.01%
19,745
-1,106
4825
$305K ﹤0.01%
7,904
-582
191 192
193
194 195