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
5651
$46K ﹤0.01%
4,839
+4,814
5652
$46K ﹤0.01%
7,922
-447
5653
$46K ﹤0.01%
3,183
-2,121
5654
$46K ﹤0.01%
156
+121
5655
$46K ﹤0.01%
13,279
+2,870
5656
$45K ﹤0.01%
2,129
5657
$45K ﹤0.01%
4,448
+4,296
5658
$45K ﹤0.01%
22,997
-4,701
5659
$45K ﹤0.01%
1,261
-2,229
5660
$45K ﹤0.01%
2,020
5661
$45K ﹤0.01%
29,074
+29,048
5662
$45K ﹤0.01%
17,003
-5,922
5663
$45K ﹤0.01%
2,208
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5664
$45K ﹤0.01%
1,324
-11,391
5665
$45K ﹤0.01%
2,821
-6,438
5666
$45K ﹤0.01%
3,009
5667
$44K ﹤0.01%
1,042
+217
5668
$43K ﹤0.01%
2,511
+1,854
5669
$43K ﹤0.01%
3,200
5670
$43K ﹤0.01%
527
-6,193
5671
$43K ﹤0.01%
2,700
-1
5672
$43K ﹤0.01%
142
-30
5673
$43K ﹤0.01%
5,213
+1,120
5674
$43K ﹤0.01%
3,481
5675
$42K ﹤0.01%
210
+126
225 226
227
228 229