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
5076
$196K ﹤0.01%
9,774
-12,080
5077
$196K ﹤0.01%
3,529
5078
$196K ﹤0.01%
81,230
-31,215
5079
$195K ﹤0.01%
6,396
+1,745
5080
$195K ﹤0.01%
9,319
+5,938
5081
$194K ﹤0.01%
11,234
+3,831
5082
$193K ﹤0.01%
17,074
+4,116
5083
$193K ﹤0.01%
973
-578
5084
$193K ﹤0.01%
18,945
-27,589
5085
$193K ﹤0.01%
15,826
+5,399
5086
$193K ﹤0.01%
3,213
-984
5087
$192K ﹤0.01%
12,806
+2,321
5088
$192K ﹤0.01%
12,379
-22,554
5089
$192K ﹤0.01%
3,998
-1
5090
$191K ﹤0.01%
21
-735
5091
$191K ﹤0.01%
2,877
+798
5092
$191K ﹤0.01%
9,877
+4,308
5093
$190K ﹤0.01%
25,190
+318
5094
$190K ﹤0.01%
12,712
+6,151
5095
$189K ﹤0.01%
7,017
+33
5096
$189K ﹤0.01%
49,802
+31,378
5097
$189K ﹤0.01%
3,922
5098
– –
0
5099
$187K ﹤0.01%
1,036
+290
5100
$187K ﹤0.01%
8,895
+3,615
202 203
204
205 206