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
5801
$26K ﹤0.01%
1,544
+724
5802
$26K ﹤0.01%
5,216
-12,400
5803
– –
0
5804
$26K ﹤0.01%
2,468
5805
$26K ﹤0.01%
4,569
-3,489
5806
$26K ﹤0.01%
157
-611
5807
$26K ﹤0.01%
2,848
-1,420
5808
$26K ﹤0.01%
57,638
-232
5809
$26K ﹤0.01%
1,282
-4,109
5810
$25K ﹤0.01%
2
5811
$25K ﹤0.01%
4,000
5812
$25K ﹤0.01%
1,889
+1,874
5813
$25K ﹤0.01%
2,335
-5,730
5814
$25K ﹤0.01%
2,548
-1,976
5815
$25K ﹤0.01%
3,415
5816
$25K ﹤0.01%
967
+949
5817
$25K ﹤0.01%
3,455
+300
5818
$25K ﹤0.01%
29,901
-200
5819
$25K ﹤0.01%
891
+260
5820
$25K ﹤0.01%
11,814
-4,668
5821
$24K ﹤0.01%
143
-10,215
5822
$24K ﹤0.01%
1,599
-6,547
5823
$24K ﹤0.01%
12
-1
5824
$24K ﹤0.01%
3,024
+301
5825
$24K ﹤0.01%
1,829
+1,481
231 232
233
234 235