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
5376
$105K ﹤0.01%
128,792
+89,847
5377
$105K ﹤0.01%
8,500
5378
$104K ﹤0.01%
5,903
+908
5379
$104K ﹤0.01%
28,161
+405
5380
$103K ﹤0.01%
30,395
+4,257
5381
$103K ﹤0.01%
5,613
+846
5382
$103K ﹤0.01%
57,176
+12,046
5383
$102K ﹤0.01%
2,274
+427
5384
$102K ﹤0.01%
65,281
+58,010
5385
$101K ﹤0.01%
14,000
+192
5386
$101K ﹤0.01%
11,706
-18,480
5387
$101K ﹤0.01%
23,380
-8,712
5388
$101K ﹤0.01%
6,401
-1,144
5389
$101K ﹤0.01%
2,200
-698
5390
$101K ﹤0.01%
38,111
-157,252
5391
$100K ﹤0.01%
6,148
+277
5392
$100K ﹤0.01%
4,052
-6,304
5393
$100K ﹤0.01%
9,972
+1,400
5394
$100K ﹤0.01%
7,445
-10,239
5395
$99K ﹤0.01%
4,941
-1,229
5396
$99K ﹤0.01%
8,438
-770
5397
$99K ﹤0.01%
1,755
-200
5398
$99K ﹤0.01%
+5,487
5399
$99K ﹤0.01%
3,131
-3,328
5400
$98K ﹤0.01%
5,526
-6,949
214 215
216
217 218