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
5576
$58K ﹤0.01%
8,652
-1,442
5577
$58K ﹤0.01%
25,037
-30,866
5578
$58K ﹤0.01%
2,004
+1,651
5579
$58K ﹤0.01%
2,088
+1,564
5580
$58K ﹤0.01%
1,024
-115
5581
$57K ﹤0.01%
11,241
-158
5582
$57K ﹤0.01%
4,821
+4,517
5583
$57K ﹤0.01%
5,706
5584
$57K ﹤0.01%
4
5585
$57K ﹤0.01%
4,214
-155
5586
$57K ﹤0.01%
33,459
+10,680
5587
$57K ﹤0.01%
12,297
+11,588
5588
$57K ﹤0.01%
4,620
+243
5589
$56K ﹤0.01%
2,559
-15,249
5590
$56K ﹤0.01%
5,076
-6,105
5591
$56K ﹤0.01%
5,519
+897
5592
$56K ﹤0.01%
24,966
-27,534
5593
$56K ﹤0.01%
10,522
-5
5594
$56K ﹤0.01%
4,367
-2,749
5595
$56K ﹤0.01%
4,944
-73
5596
$56K ﹤0.01%
2,025
5597
$55K ﹤0.01%
649
+196
5598
$55K ﹤0.01%
1,974
+1,194
5599
$55K ﹤0.01%
3,337
-110
5600
$55K ﹤0.01%
7,780
-12,839
222 223
224
225 226