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
6176
$5K ﹤0.01%
265
-751
6177
$5K ﹤0.01%
1,000
-200
6178
$5K ﹤0.01%
2,524
6179
$5K ﹤0.01%
287
6180
$5K ﹤0.01%
1,430
6181
$5K ﹤0.01%
5,489
-59,966
6182
$5K ﹤0.01%
484
-435
6183
$5K ﹤0.01%
1,266
6184
$5K ﹤0.01%
1,333
6185
$5K ﹤0.01%
100
6186
$4K ﹤0.01%
1,639
6187
0
6188
$4K ﹤0.01%
41
6189
$4K ﹤0.01%
8,401
+8,200
6190
$4K ﹤0.01%
1,950
+400
6191
$4K ﹤0.01%
900
6192
$4K ﹤0.01%
3,000
6193
$4K ﹤0.01%
1
-53
6194
$4K ﹤0.01%
48
6195
-15
6196
$4K ﹤0.01%
79
+9
6197
$4K ﹤0.01%
480
-192
6198
$4K ﹤0.01%
704
+674
6199
$4K ﹤0.01%
863
+228
6200
$4K ﹤0.01%
108
-644