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
5551
$63K ﹤0.01%
35,064
-408
5552
$63K ﹤0.01%
4,247
+1,167
5553
– –
0
5554
$62K ﹤0.01%
6,451
+1,830
5555
$62K ﹤0.01%
5,596
-2,394
5556
$61K ﹤0.01%
3,984
+222
5557
$61K ﹤0.01%
12,281
-9,174
5558
$61K ﹤0.01%
10,023
-262
5559
$61K ﹤0.01%
2,721
+327
5560
$60K ﹤0.01%
3,769
-73
5561
$60K ﹤0.01%
12,499
+3,415
5562
$60K ﹤0.01%
10,013
+10,001
5563
$60K ﹤0.01%
25
-45
5564
$60K ﹤0.01%
3,175
-4,220
5565
$60K ﹤0.01%
15,555
+3,921
5566
$59K ﹤0.01%
1,518
-235
5567
$59K ﹤0.01%
38,700
-15,375
5568
$59K ﹤0.01%
3,080
-14,577
5569
$59K ﹤0.01%
11,647
-52,035
5570
$59K ﹤0.01%
6,628
-9,963
5571
$58K ﹤0.01%
1,675
-1,585,201
5572
$58K ﹤0.01%
528
-395
5573
$58K ﹤0.01%
2,994
-1,052
5574
$58K ﹤0.01%
12,940
-3,699
5575
$58K ﹤0.01%
+1,845
221 222
223
224 225