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
4851
$291K ﹤0.01%
9,624
+6,194
4852
$291K ﹤0.01%
9,664
-14,903
4853
$290K ﹤0.01%
3,778
-693
4854
$290K ﹤0.01%
11,108
+4,224
4855
$290K ﹤0.01%
10,105
-3,974
4856
$289K ﹤0.01%
30,512
+28,689
4857
$289K ﹤0.01%
9,580
+866
4858
$288K ﹤0.01%
11,642
-1,227
4859
$288K ﹤0.01%
21,749
-19,408
4860
$288K ﹤0.01%
13,914
+246
4861
$286K ﹤0.01%
9,317
-5,994
4862
$286K ﹤0.01%
55,507
-388,032
4863
$286K ﹤0.01%
14,051
-13,500
4864
$286K ﹤0.01%
12,051
-21,816
4865
$285K ﹤0.01%
16,924
-1,169
4866
$285K ﹤0.01%
17,398
-32,523
4867
$284K ﹤0.01%
12,159
+8,080
4868
$284K ﹤0.01%
17
-55
4869
$282K ﹤0.01%
24,710
-23,907
4870
$282K ﹤0.01%
6,144
+762
4871
$282K ﹤0.01%
15,944
-13,965
4872
$282K ﹤0.01%
10,743
-6,168
4873
$282K ﹤0.01%
24,188
+7,602
4874
$281K ﹤0.01%
44,958
-12,338
4875
$280K ﹤0.01%
11,837
+660
193 194
195
196 197