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
4901
$270K ﹤0.01%
26,731
+13,063
4902
$269K ﹤0.01%
22,921
+4,934
4903
$269K ﹤0.01%
119,044
+3,868
4904
$268K ﹤0.01%
37,263
-56,115
4905
$268K ﹤0.01%
24,399
4906
$268K ﹤0.01%
10,312
+636
4907
$268K ﹤0.01%
31,723
-4,109
4908
$267K ﹤0.01%
15,744
-468
4909
$267K ﹤0.01%
+10,537
4910
$267K ﹤0.01%
8,133
+2,399
4911
$267K ﹤0.01%
33,812
+1,193
4912
$266K ﹤0.01%
6,913
-1,785
4913
$264K ﹤0.01%
802
-4,091
4914
$264K ﹤0.01%
16,417
-17,261
4915
$264K ﹤0.01%
7,728
-63
4916
$264K ﹤0.01%
13,572
+10,860
4917
$264K ﹤0.01%
25,408
-1,200
4918
$263K ﹤0.01%
172,163
-118,549
4919
$263K ﹤0.01%
8
-5
4920
$263K ﹤0.01%
27,199
-1,694
4921
$262K ﹤0.01%
45
-39
4922
$262K ﹤0.01%
23,646
-5,282
4923
$261K ﹤0.01%
21,679
-15,367
4924
$261K ﹤0.01%
20,742
-3,998
4925
$260K ﹤0.01%
14,354
-42,884
195 196
197
198 199