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
5601
$55K ﹤0.01%
8,070
-20,015
5602
$55K ﹤0.01%
6,053
-54,122
5603
$55K ﹤0.01%
2,369
-4,680
5604
$55K ﹤0.01%
4,630
-1,960
5605
$55K ﹤0.01%
7,040
-309,833
5606
$54K ﹤0.01%
4,033
-40
5607
$54K ﹤0.01%
40
-81
5608
$54K ﹤0.01%
5,130
-22,054
5609
$54K ﹤0.01%
8,351
-1,083
5610
$54K ﹤0.01%
2,094
5611
$54K ﹤0.01%
2,586
-26,818
5612
$53K ﹤0.01%
26,750
-10,000
5613
$53K ﹤0.01%
1,042
-39
5614
$53K ﹤0.01%
4,421
+4,316
5615
$52K ﹤0.01%
3,392
-394
5616
$52K ﹤0.01%
12,258
-64,575
5617
$52K ﹤0.01%
2,894
-1,083
5618
$52K ﹤0.01%
+2,500
5619
$52K ﹤0.01%
+519
5620
$52K ﹤0.01%
4,530
+377
5621
$51K ﹤0.01%
6,769
-4,230
5622
$51K ﹤0.01%
1,329
-2,187
5623
$51K ﹤0.01%
4,317
-4,425
5624
$51K ﹤0.01%
3,429
-98
5625
$51K ﹤0.01%
2,183
-635
223 224
225
226 227