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
5701
$38K ﹤0.01%
6,687
-13,560
5702
$38K ﹤0.01%
145,692
-4,400
5703
$38K ﹤0.01%
1,754
5704
$37K ﹤0.01%
+4
5705
$37K ﹤0.01%
640
+595
5706
$37K ﹤0.01%
5,166
-6,613
5707
$37K ﹤0.01%
1
5708
$37K ﹤0.01%
+5,015
5709
$37K ﹤0.01%
4,072
-6,061
5710
$37K ﹤0.01%
70,427
-125,581
5711
$36K ﹤0.01%
39,336
-157,066
5712
$36K ﹤0.01%
5,360
-80,822
5713
– –
0
5714
$36K ﹤0.01%
4,516
+2,000
5715
$36K ﹤0.01%
+8,514
5716
$36K ﹤0.01%
1,276
-1,174
5717
$36K ﹤0.01%
2,123
+1,327
5718
$35K ﹤0.01%
1,010
-1,791
5719
$35K ﹤0.01%
1,000
+500
5720
$35K ﹤0.01%
12
-22
5721
$35K ﹤0.01%
3,252
+825
5722
$35K ﹤0.01%
17,910
-6,399
5723
$35K ﹤0.01%
6,594
-2,500
5724
$35K ﹤0.01%
1,200
-1,100
5725
$35K ﹤0.01%
+510
227 228
229
230 231