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
5726
$35K ﹤0.01%
5,156
+3,926
5727
$35K ﹤0.01%
5,936
-564
5728
$34K ﹤0.01%
154
-17
5729
$34K ﹤0.01%
1,484
-1,602
5730
$34K ﹤0.01%
1,362
+600
5731
$34K ﹤0.01%
6,200
5732
$34K ﹤0.01%
3,486
-3,556
5733
$34K ﹤0.01%
12,649
-13,690
5734
$34K ﹤0.01%
3,749
-279
5735
$33K ﹤0.01%
4,053
+500
5736
$33K ﹤0.01%
3,517
-1,000
5737
$33K ﹤0.01%
2,785
-4,040
5738
$33K ﹤0.01%
917
-3,424
5739
$33K ﹤0.01%
19,253
-29,848
5740
$32K ﹤0.01%
3,282
-10,156
5741
$32K ﹤0.01%
2,818
+18
5742
$32K ﹤0.01%
5,118
-15,719
5743
$32K ﹤0.01%
3,738
-3,107
5744
$32K ﹤0.01%
409
-176
5745
$32K ﹤0.01%
+1,357
5746
$32K ﹤0.01%
+722
5747
$32K ﹤0.01%
2,522
+1,372
5748
$32K ﹤0.01%
9,479
-27,028
5749
$32K ﹤0.01%
3,271
-30,904
5750
$32K ﹤0.01%
23,735
+18,789
228 229
230
231 232