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
5201
$150K ﹤0.01%
1,062
-1,134
5202
$150K ﹤0.01%
8,200
-29,392
5203
$150K ﹤0.01%
6,687
-142,838
5204
$150K ﹤0.01%
4,417
-666
5205
$150K ﹤0.01%
4,380
+84
5206
$150K ﹤0.01%
124,845
-19,371
5207
$149K ﹤0.01%
14,803
+13,529
5208
$149K ﹤0.01%
8,648
+2,219
5209
$149K ﹤0.01%
53,881
+46,481
5210
$149K ﹤0.01%
10,237
+2,333
5211
$149K ﹤0.01%
18,785
+5,785
5212
$148K ﹤0.01%
3,502
-4,452
5213
$148K ﹤0.01%
17,514
-3,057
5214
$147K ﹤0.01%
374
+80
5215
$147K ﹤0.01%
9,446
-520
5216
$147K ﹤0.01%
6,439
-4,075
5217
$146K ﹤0.01%
2,600
5218
$146K ﹤0.01%
21,815
+4,860
5219
$146K ﹤0.01%
7,281
+25
5220
$146K ﹤0.01%
17,447
+4,570
5221
$145K ﹤0.01%
51,331
+24,886
5222
$145K ﹤0.01%
16,188
-26,645
5223
$145K ﹤0.01%
13,606
+3,122
5224
$144K ﹤0.01%
1,467
+1,440
5225
$144K ﹤0.01%
10,788
+1,749
207 208
209
210 211