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
5676
$42K ﹤0.01%
11,473
+9,073
5677
$42K ﹤0.01%
1,403
+1,153
5678
$42K ﹤0.01%
6,235
+1,013
5679
$42K ﹤0.01%
2,277
+1,941
5680
$42K ﹤0.01%
1,731
-1,669
5681
$42K ﹤0.01%
1,651
-39,307
5682
$41K ﹤0.01%
8,797
-15,200
5683
$41K ﹤0.01%
895
-1,488
5684
$41K ﹤0.01%
181
+19
5685
$41K ﹤0.01%
3,218
-7,710
5686
$41K ﹤0.01%
3,570
-9,750
5687
$41K ﹤0.01%
4,027
+91
5688
$41K ﹤0.01%
44,353
+1
5689
$41K ﹤0.01%
4,000
5690
$40K ﹤0.01%
3,707
5691
$40K ﹤0.01%
3,110
+1,348
5692
$40K ﹤0.01%
1,521
5693
$39K ﹤0.01%
+908
5694
$39K ﹤0.01%
+2,967
5695
$39K ﹤0.01%
4,305
-19,625
5696
$39K ﹤0.01%
2,468
+116
5697
$38K ﹤0.01%
87
-125
5698
$38K ﹤0.01%
992
-219
5699
$38K ﹤0.01%
277
+55
5700
$38K ﹤0.01%
2,498
+700
226 227
228
229 230