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
2476
$5.82M ﹤0.01%
485,892
-41,992
2477
$5.8M ﹤0.01%
421,861
-15,225
2478
$5.8M ﹤0.01%
259,793
+23,871
2479
$5.79M ﹤0.01%
220,370
+204,703
2480
$5.78M ﹤0.01%
303,412
-68,502
2481
$5.78M ﹤0.01%
159,856
+15,605
2482
$5.77M ﹤0.01%
169,822
-250,681
2483
$5.77M ﹤0.01%
132,282
-388,754
2484
$5.75M ﹤0.01%
316,338
-333,863
2485
$5.75M ﹤0.01%
156,122
+770
2486
$5.74M ﹤0.01%
+179,427
2487
$5.73M ﹤0.01%
844,097
+33,685
2488
$5.73M ﹤0.01%
335,132
-137,015
2489
$5.72M ﹤0.01%
434,459
+399,684
2490
$5.72M ﹤0.01%
120,098
-47,202
2491
$5.72M ﹤0.01%
56,780
+20,421
2492
$5.72M ﹤0.01%
141,957
-10,001
2493
$5.71M ﹤0.01%
483,785
-3,840
2494
$5.7M ﹤0.01%
255,077
+4,419
2495
$5.7M ﹤0.01%
111,500
+31,733
2496
$5.69M ﹤0.01%
246,843
+109,968
2497
$5.68M ﹤0.01%
116,927
-25,235
2498
$5.67M ﹤0.01%
271,632
+8,667
2499
$5.67M ﹤0.01%
355,624
+47,506
2500
$5.67M ﹤0.01%
36,863
-29,786