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
5276
$128K ﹤0.01%
7,142
-10,351
5277
$128K ﹤0.01%
11,982
+9,232
5278
$128K ﹤0.01%
5,900
5279
– –
0
5280
$127K ﹤0.01%
10,580
+5,053
5281
$127K ﹤0.01%
3,824
-62,552
5282
$126K ﹤0.01%
29,028
-15,225
5283
$125K ﹤0.01%
10,696
-14,203
5284
$125K ﹤0.01%
4,175
5285
$125K ﹤0.01%
30,183
-50,973
5286
$125K ﹤0.01%
12,243
-2,671
5287
$125K ﹤0.01%
5,073
-2,105
5288
$124K ﹤0.01%
4,036
-33,363
5289
$124K ﹤0.01%
4,433
+556
5290
$123K ﹤0.01%
1,723
-1,693
5291
$123K ﹤0.01%
25,013
+1,091
5292
$123K ﹤0.01%
70,494
+15,700
5293
$123K ﹤0.01%
9,332
5294
$123K ﹤0.01%
214,218
-14,242
5295
$122K ﹤0.01%
655
+300
5296
$122K ﹤0.01%
34,186
-3,105
5297
$122K ﹤0.01%
8,106
+149
5298
$122K ﹤0.01%
5,978
+3,002
5299
$122K ﹤0.01%
6,207
-14,517
5300
$121K ﹤0.01%
2,873
+1,122
210 211
212
213 214