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
5476
$78K ﹤0.01%
9,731
-22,966
5477
$78K ﹤0.01%
81,300
+59,000
5478
$78K ﹤0.01%
33,268
-2,300
5479
$77K ﹤0.01%
4,442
+3,724
5480
$77K ﹤0.01%
9,597
+8,597
5481
$76K ﹤0.01%
1,829
-9,973
5482
$76K ﹤0.01%
568
-158
5483
$76K ﹤0.01%
6,109
-289
5484
$76K ﹤0.01%
8,123
-9,374
5485
$76K ﹤0.01%
3,124
5486
$75K ﹤0.01%
6,673
-27,535
5487
$75K ﹤0.01%
+6,647
5488
$75K ﹤0.01%
16,212
-19,562
5489
$75K ﹤0.01%
2,428
5490
$75K ﹤0.01%
19,540
+2
5491
$75K ﹤0.01%
4,191
+436
5492
$74K ﹤0.01%
9,215
-4,158
5493
$74K ﹤0.01%
5,661
+727
5494
$74K ﹤0.01%
10,728
-2,799
5495
$74K ﹤0.01%
11
-7
5496
$74K ﹤0.01%
+5,631
5497
$74K ﹤0.01%
19,319
-57,833
5498
$73K ﹤0.01%
27,415
-9,094
5499
$73K ﹤0.01%
4,200
-47,597
5500
$73K ﹤0.01%
4,990
-422
218 219
220
221 222