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
5051
$205K ﹤0.01%
8,304
-17,997
5052
$205K ﹤0.01%
4,433
+658
5053
$204K ﹤0.01%
11,450
+3,625
5054
$204K ﹤0.01%
189,053
-86,579
5055
$204K ﹤0.01%
40,522
-3,738
5056
$204K ﹤0.01%
15,065
5057
$203K ﹤0.01%
11,715
+7,800
5058
$203K ﹤0.01%
136,000
+97,100
5059
$202K ﹤0.01%
13,820
-2,638
5060
$202K ﹤0.01%
18,395
-136,894
5061
$202K ﹤0.01%
4,134
-200
5062
$202K ﹤0.01%
21,993
+4,060
5063
$202K ﹤0.01%
2,292
-500
5064
$201K ﹤0.01%
6,394
-14,770
5065
$201K ﹤0.01%
10,942
-6,955
5066
$201K ﹤0.01%
18,661
+8,700
5067
$201K ﹤0.01%
18,322
+1,523
5068
$200K ﹤0.01%
9,162
+84
5069
$200K ﹤0.01%
5,506
-324
5070
$200K ﹤0.01%
12,857
-1,072
5071
$198K ﹤0.01%
8,560
-13,552
5072
$198K ﹤0.01%
26,639
+4,498
5073
$198K ﹤0.01%
10,053
+512
5074
$198K ﹤0.01%
39,424
-100,882
5075
$197K ﹤0.01%
98,299
-23,400
201 202
203
204 205