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
5401
$98K ﹤0.01%
10,738
-16,479
5402
$98K ﹤0.01%
4,051
-4,335
5403
$98K ﹤0.01%
8,317
-6,140
5404
$98K ﹤0.01%
10,045
-16,475
5405
$98K ﹤0.01%
3,577
-14,345
5406
$97K ﹤0.01%
14,543
-358
5407
$97K ﹤0.01%
16,840
-1,509
5408
$96K ﹤0.01%
4,709
-490
5409
$96K ﹤0.01%
5,114
-175
5410
$96K ﹤0.01%
13,949
-7,962
5411
$96K ﹤0.01%
5,940
-400
5412
$96K ﹤0.01%
11,755
+6,684
5413
$96K ﹤0.01%
1,458
+1,258
5414
$95K ﹤0.01%
7,274
+5,737
5415
$95K ﹤0.01%
2,387
-457
5416
$94K ﹤0.01%
13,164
+1,421
5417
$93K ﹤0.01%
28,158
+21,697
5418
$93K ﹤0.01%
13,445
+1,973
5419
$93K ﹤0.01%
5,126
+2,069
5420
$92K ﹤0.01%
14,212
+6,500
5421
$91K ﹤0.01%
10,508
5422
$91K ﹤0.01%
13,108
+4,623
5423
$91K ﹤0.01%
7,112
-266
5424
$91K ﹤0.01%
6,097
-12,590
5425
$91K ﹤0.01%
11,181
-10,503
215 216
217
218 219