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
6001
$12K ﹤0.01%
800
-1,582
6002
$12K ﹤0.01%
10
+1
6003
$12K ﹤0.01%
4,000
-1,167
6004
$12K ﹤0.01%
1,035
6005
$12K ﹤0.01%
17,746
+10,596
6006
$12K ﹤0.01%
429
+41
6007
$12K ﹤0.01%
725
+15
6008
$12K ﹤0.01%
310
6009
$12K ﹤0.01%
818
-20
6010
$12K ﹤0.01%
546
6011
$12K ﹤0.01%
2,300
+700
6012
$11K ﹤0.01%
+595
6013
$11K ﹤0.01%
5,027
6014
$11K ﹤0.01%
5,000
-3,825
6015
$11K ﹤0.01%
80
-541
6016
$11K ﹤0.01%
1,196
-13,613
6017
$11K ﹤0.01%
213
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6018
$11K ﹤0.01%
1,077
6019
$11K ﹤0.01%
460
-76,844
6020
$11K ﹤0.01%
1,380
-186,492
6021
$11K ﹤0.01%
962
-21
6022
$11K ﹤0.01%
2,031
+1,825
6023
$11K ﹤0.01%
1,860
-357
6024
$11K ﹤0.01%
690
6025
$11K ﹤0.01%
1,289
-427