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
4976
$237K ﹤0.01%
4,794
-3,190
4977
$237K ﹤0.01%
23,053
4978
$236K ﹤0.01%
8,580
-360
4979
$236K ﹤0.01%
+40
4980
$236K ﹤0.01%
57,174
+2,460
4981
$235K ﹤0.01%
16,405
+177
4982
$234K ﹤0.01%
5,099
-1,033
4983
$233K ﹤0.01%
29,223
-14,415
4984
$233K ﹤0.01%
7,310
+110
4985
$232K ﹤0.01%
10,534
-65,915
4986
$232K ﹤0.01%
116,296
-52,466
4987
$232K ﹤0.01%
16,075
-1,750
4988
$232K ﹤0.01%
53,900
+1,036
4989
$230K ﹤0.01%
16,792
-955
4990
$230K ﹤0.01%
12,720
-1,202
4991
$230K ﹤0.01%
124,004
-38,548
4992
$229K ﹤0.01%
3,601
+2,413
4993
$229K ﹤0.01%
23,297
+3,392
4994
$229K ﹤0.01%
23,003
-2,859
4995
$228K ﹤0.01%
10,189
-4,533
4996
$228K ﹤0.01%
93,566
+1,847
4997
$228K ﹤0.01%
10,344
-893
4998
$228K ﹤0.01%
7,048
+3,172
4999
$227K ﹤0.01%
157,182
-66,165
5000
$227K ﹤0.01%
54,513
+23,430
198 199
200
201 202