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
5351
$111K ﹤0.01%
14,880
-27,780
5352
$111K ﹤0.01%
13,485
-4,536
5353
$111K ﹤0.01%
8,548
-17,400
5354
$110K ﹤0.01%
14,675
+1,269
5355
$110K ﹤0.01%
380
-34
5356
$109K ﹤0.01%
11,916
+5,645
5357
$109K ﹤0.01%
14,720
-5,213
5358
$109K ﹤0.01%
4,591
-6,665
5359
$109K ﹤0.01%
5,505
5360
$108K ﹤0.01%
51,543
-275,777
5361
$108K ﹤0.01%
1,480
+490
5362
$108K ﹤0.01%
6,184
-2,068
5363
$108K ﹤0.01%
13,279
-15,405
5364
$108K ﹤0.01%
+2,525
5365
$108K ﹤0.01%
6,442
-811
5366
$107K ﹤0.01%
56
-211
5367
$107K ﹤0.01%
+2,522
5368
$107K ﹤0.01%
3,200
+246
5369
$106K ﹤0.01%
3,165
-771
5370
$106K ﹤0.01%
215
-822
5371
$106K ﹤0.01%
3,912
5372
$106K ﹤0.01%
24,231
-3,331
5373
$106K ﹤0.01%
6,209
-4,403
5374
$106K ﹤0.01%
2,206
+60
5375
$105K ﹤0.01%
11,263
+717
213 214
215
216 217