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
5626
$51K ﹤0.01%
3,421
5627
$51K ﹤0.01%
4,323
+489
5628
$51K ﹤0.01%
14,073
-7,162
5629
$50K ﹤0.01%
40
+37
5630
$50K ﹤0.01%
118
+112
5631
– –
0
5632
$50K ﹤0.01%
20,750
5633
$50K ﹤0.01%
7,411
5634
$50K ﹤0.01%
4,000
5635
$49K ﹤0.01%
4,106
5636
$48K ﹤0.01%
1,230
-3,130
5637
$48K ﹤0.01%
7,420
+6,895
5638
$48K ﹤0.01%
160,625
-174,459
5639
$48K ﹤0.01%
3,350
-1,845
5640
$47K ﹤0.01%
+9,235
5641
$47K ﹤0.01%
6,050
-7
5642
$47K ﹤0.01%
1,566
+809
5643
$47K ﹤0.01%
7,200
-12,520
5644
$47K ﹤0.01%
16,252
-4,306
5645
$47K ﹤0.01%
3,797
5646
$47K ﹤0.01%
23,471
+6,160
5647
$46K ﹤0.01%
3,359
-12,578
5648
$46K ﹤0.01%
2,275
-200
5649
$46K ﹤0.01%
4,581
-8,621
5650
$46K ﹤0.01%
6,900
-240,062
224 225
226
227 228