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
6026
$11K ﹤0.01%
2,945
-740
6027
$11K ﹤0.01%
250
-1,372
6028
$11K ﹤0.01%
1,657
-20,243
6029
$11K ﹤0.01%
250
6030
$11K ﹤0.01%
2,525
-57,892
6031
$11K ﹤0.01%
4,150
+2,100
6032
$11K ﹤0.01%
839
-41
6033
$10K ﹤0.01%
400
-1,593
6034
$10K ﹤0.01%
1,529
-131,002
6035
$10K ﹤0.01%
362
6036
– –
0
6037
$10K ﹤0.01%
365
6038
$10K ﹤0.01%
731
+235
6039
$10K ﹤0.01%
2
-7
6040
$10K ﹤0.01%
1,858
-401
6041
$10K ﹤0.01%
430
6042
$10K ﹤0.01%
+380
6043
$10K ﹤0.01%
600
6044
$10K ﹤0.01%
2,089
-4,309
6045
$10K ﹤0.01%
4,740
-2,987
6046
$10K ﹤0.01%
762
6047
$10K ﹤0.01%
+293
6048
$10K ﹤0.01%
4,587
-13,126
6049
$10K ﹤0.01%
3,564
+64
6050
$10K ﹤0.01%
+3
240 241
242
243 244