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
5176
$160K ﹤0.01%
8,424
-675
5177
$160K ﹤0.01%
6,080
-78,506
5178
$159K ﹤0.01%
13,136
+3,907
5179
$159K ﹤0.01%
13,691
-13,011
5180
$159K ﹤0.01%
17,910
+14,037
5181
$159K ﹤0.01%
80,537
+22,641
5182
$158K ﹤0.01%
10,781
-1,289
5183
$158K ﹤0.01%
6,498
-1,620
5184
$157K ﹤0.01%
4,274
-2,031
5185
$157K ﹤0.01%
10,105
+1,951
5186
$155K ﹤0.01%
+12,473
5187
$154K ﹤0.01%
1,449
+469
5188
$154K ﹤0.01%
17,903
-13,439
5189
$154K ﹤0.01%
4,382
-3,606
5190
$154K ﹤0.01%
5,023
-250
5191
$154K ﹤0.01%
11,446
+10,489
5192
$153K ﹤0.01%
10,804
-4,129
5193
$152K ﹤0.01%
25,027
+6,158
5194
$152K ﹤0.01%
4,879
+2,049
5195
$152K ﹤0.01%
44,457
-9,300
5196
$152K ﹤0.01%
6,316
-19,023
5197
$151K ﹤0.01%
1,195
-26,318
5198
$151K ﹤0.01%
5,174
+131
5199
$151K ﹤0.01%
21,663
-4,696
5200
$151K ﹤0.01%
+10,594
206 207
208
209 210