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
4826
$304K ﹤0.01%
13,659
+4,216
4827
$303K ﹤0.01%
27,605
-36,684
4828
$303K ﹤0.01%
13,682
-46,171
4829
$303K ﹤0.01%
19,898
-270
4830
$303K ﹤0.01%
22,100
-73,414
4831
$302K ﹤0.01%
23,268
+753
4832
$302K ﹤0.01%
11,392
-1,318
4833
$300K ﹤0.01%
37,768
+425
4834
$300K ﹤0.01%
31,885
-4,759
4835
$298K ﹤0.01%
73,465
-76,919
4836
$298K ﹤0.01%
47,033
-122,552
4837
$297K ﹤0.01%
27,894
-4,448
4838
$296K ﹤0.01%
27,637
-8,916
4839
$296K ﹤0.01%
20,491
-9,816
4840
$296K ﹤0.01%
20,670
+2,853
4841
$296K ﹤0.01%
19,650
+1,086
4842
$295K ﹤0.01%
5,494
+560
4843
$295K ﹤0.01%
15,522
+1,751
4844
$294K ﹤0.01%
18,132
-3,002
4845
$294K ﹤0.01%
4,075
+33
4846
$294K ﹤0.01%
38,827
-5,505
4847
$293K ﹤0.01%
6,727
-63,785
4848
$293K ﹤0.01%
16,702
-23,711
4849
$293K ﹤0.01%
16,174
+3,035
4850
$292K ﹤0.01%
13,944
-9,949
192 193
194
195 196