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
5026
$216K ﹤0.01%
21,340
-228,384
5027
$216K ﹤0.01%
14,951
+6,073
5028
$216K ﹤0.01%
+9,230
5029
$216K ﹤0.01%
5,411
5030
$215K ﹤0.01%
13,196
-2,562
5031
$215K ﹤0.01%
541
+282
5032
$213K ﹤0.01%
10,898
-7,157
5033
$213K ﹤0.01%
5,775
-7,631
5034
$213K ﹤0.01%
142
-53
5035
$213K ﹤0.01%
15,849
+2,822
5036
$213K ﹤0.01%
5,031
+1,571
5037
$213K ﹤0.01%
17,060
5038
$212K ﹤0.01%
15,923
+248
5039
$212K ﹤0.01%
19,800
+936
5040
$212K ﹤0.01%
2,079
-5
5041
$212K ﹤0.01%
15,228
5042
$210K ﹤0.01%
21,250
-20,754
5043
$210K ﹤0.01%
12,424
+6,433
5044
$210K ﹤0.01%
42,169
-3,233
5045
$209K ﹤0.01%
19,605
-3,903
5046
$209K ﹤0.01%
13,525
-3,209
5047
$207K ﹤0.01%
46,592
-62,080
5048
$207K ﹤0.01%
12,365
-3,917
5049
$206K ﹤0.01%
21,570
-21,832
5050
$205K ﹤0.01%
17,728
+924
200 201
202
203 204