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
5526
$68K ﹤0.01%
8,468
+1,456
5527
$68K ﹤0.01%
13,610
5528
$68K ﹤0.01%
+19,483
5529
$68K ﹤0.01%
1,230
+220
5530
$67K ﹤0.01%
27
+11
5531
$67K ﹤0.01%
49,090
-30,197
5532
$66K ﹤0.01%
71,056
-403
5533
$66K ﹤0.01%
2,958
+1,259
5534
$66K ﹤0.01%
+3,164
5535
$66K ﹤0.01%
8,809
+2,278
5536
$66K ﹤0.01%
1,703
5537
$65K ﹤0.01%
191
-1,682
5538
$65K ﹤0.01%
5,183
+4,378
5539
$65K ﹤0.01%
3,049
+2,794
5540
$65K ﹤0.01%
21,134
+4,941
5541
$65K ﹤0.01%
4,913
-528
5542
$65K ﹤0.01%
4,475
+20
5543
$64K ﹤0.01%
3,284
+293
5544
$64K ﹤0.01%
13,579
-1,376
5545
$64K ﹤0.01%
6,556
+1,544
5546
$64K ﹤0.01%
2,694
+1,377
5547
$64K ﹤0.01%
32,312
-5,825
5548
$64K ﹤0.01%
3,417
5549
$64K ﹤0.01%
1,655
+109
5550
$64K ﹤0.01%
4,360
220 221
222
223 224