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
5326
$117K ﹤0.01%
92,708
+21,118
5327
$117K ﹤0.01%
5,709
-466
5328
$116K ﹤0.01%
13,373
5329
$116K ﹤0.01%
7,354
+33
5330
$116K ﹤0.01%
13,809
+716
5331
$116K ﹤0.01%
55,202
+202
5332
$115K ﹤0.01%
6,038
-3,083
5333
$115K ﹤0.01%
5,906
+1,393
5334
$115K ﹤0.01%
6,884
+5,545
5335
$115K ﹤0.01%
4,740
-2,878
5336
$115K ﹤0.01%
+3,000
5337
$114K ﹤0.01%
11,426
+7,800
5338
$114K ﹤0.01%
8,111
+2,696
5339
$114K ﹤0.01%
3,388
5340
$114K ﹤0.01%
388
+378
5341
$114K ﹤0.01%
16,267
-9,429
5342
$113K ﹤0.01%
5,916
5343
$113K ﹤0.01%
4,206
-139,024
5344
$113K ﹤0.01%
11,107
+11,057
5345
$113K ﹤0.01%
13,906
-1,990
5346
$112K ﹤0.01%
12,384
-354,861
5347
$112K ﹤0.01%
13,653
+4,745
5348
$112K ﹤0.01%
1,300
5349
$112K ﹤0.01%
8,265
+3,552
5350
$112K ﹤0.01%
24,707
-2,480
212 213
214
215 216