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
5501
$73K ﹤0.01%
20,217
-6,312
5502
$73K ﹤0.01%
2,503
+2,500
5503
$72K ﹤0.01%
18,579
-38,732
5504
$72K ﹤0.01%
87
-7
5505
$72K ﹤0.01%
4,849
-915
5506
$72K ﹤0.01%
5,230
-285
5507
$72K ﹤0.01%
5,002
+790
5508
$72K ﹤0.01%
269,478
-75,916
5509
$71K ﹤0.01%
5,213
-26,107
5510
$71K ﹤0.01%
62,291
-309,664
5511
$71K ﹤0.01%
5,127
-1,017,972
5512
$71K ﹤0.01%
5,605
-18,082
5513
$71K ﹤0.01%
7,833
-1,150
5514
$71K ﹤0.01%
4,645
5515
$71K ﹤0.01%
55
-4
5516
$70K ﹤0.01%
4,452
-12,606
5517
$70K ﹤0.01%
6,839
5518
$70K ﹤0.01%
8,992
+439
5519
$69K ﹤0.01%
29,712
-4,814
5520
$69K ﹤0.01%
4,366
+3,708
5521
$69K ﹤0.01%
2,084
-1,325
5522
$69K ﹤0.01%
9,740
-3,176
5523
$69K ﹤0.01%
16,275
-46,678
5524
$69K ﹤0.01%
30,098
+3,889
5525
$69K ﹤0.01%
+1,350
219 220
221
222 223