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
5226
$144K ﹤0.01%
11,340
-10,103
5227
$144K ﹤0.01%
18,422
+12,397
5228
$144K ﹤0.01%
11,473
+555
5229
$143K ﹤0.01%
9,368
-3,387
5230
$143K ﹤0.01%
7,344
+5,634
5231
$143K ﹤0.01%
11,000
5232
$142K ﹤0.01%
15,269
+1,275
5233
$141K ﹤0.01%
7,222
-179,299
5234
$141K ﹤0.01%
10,057
+5,274
5235
$139K ﹤0.01%
14,228
+4,975
5236
$139K ﹤0.01%
17,204
+1,882
5237
$139K ﹤0.01%
3,463
-2,316
5238
$139K ﹤0.01%
11,300
+817
5239
$139K ﹤0.01%
4,450
-3,141
5240
$138K ﹤0.01%
5,407
+2,338
5241
$138K ﹤0.01%
2,851
-220
5242
$138K ﹤0.01%
6,492
+83
5243
$138K ﹤0.01%
3,149
+534
5244
$138K ﹤0.01%
7,234
+6,352
5245
$138K ﹤0.01%
45,116
-16,216
5246
$138K ﹤0.01%
8,452
+1,161
5247
$138K ﹤0.01%
11,715
-1,405
5248
$136K ﹤0.01%
1,284
-403
5249
$136K ﹤0.01%
10,155
+2,643
5250
$136K ﹤0.01%
10,449
-22,911
208 209
210
211 212