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
5926
0
5927
$17K ﹤0.01%
698
-508
5928
$17K ﹤0.01%
200
5929
0
5930
$17K ﹤0.01%
283
+248
5931
$17K ﹤0.01%
1,261
+363
5932
$17K ﹤0.01%
750
5933
$17K ﹤0.01%
27,983
-464,840
5934
$17K ﹤0.01%
+279,308
5935
$17K ﹤0.01%
+350
5936
$17K ﹤0.01%
4,500
-2,424
5937
$16K ﹤0.01%
17
5938
$16K ﹤0.01%
6,894
+3,735
5939
$16K ﹤0.01%
722
5940
$16K ﹤0.01%
4,760
-14,706
5941
$16K ﹤0.01%
7,740
5942
-1
5943
$16K ﹤0.01%
1,736
-8,130
5944
$16K ﹤0.01%
18
-33
5945
$16K ﹤0.01%
1,032
5946
$16K ﹤0.01%
1,438
-3,039
5947
$16K ﹤0.01%
361
+300
5948
$16K ﹤0.01%
1,732
-3,165
5949
$16K ﹤0.01%
21,100
+9,100
5950
$16K ﹤0.01%
2,310
-3,187