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
2501
$5.66M ﹤0.01%
89,089
-8,610
2502
$5.66M ﹤0.01%
+539,607
2503
$5.65M ﹤0.01%
243,589
-160,756
2504
$5.64M ﹤0.01%
+226,894
2505
$5.63M ﹤0.01%
259,445
+171,049
2506
$5.6M ﹤0.01%
87,303
+4,504
2507
$5.6M ﹤0.01%
632,248
-14,323
2508
$5.57M ﹤0.01%
430,709
+58,788
2509
$5.56M ﹤0.01%
331,505
-1,870
2510
$5.55M ﹤0.01%
214,852
-47,280
2511
$5.54M ﹤0.01%
195,703
-106,252
2512
$5.54M ﹤0.01%
74,784
-33,148
2513
$5.54M ﹤0.01%
223,124
-140,617
2514
$5.53M ﹤0.01%
87,608
-105,474
2515
$5.52M ﹤0.01%
109,205
-7,543
2516
$5.51M ﹤0.01%
67,664
-486
2517
$5.51M ﹤0.01%
220,137
+9,983
2518
$5.51M ﹤0.01%
690,336
-137,130
2519
$5.51M ﹤0.01%
223,310
+160,605
2520
$5.5M ﹤0.01%
385,696
+19,487
2521
$5.49M ﹤0.01%
217,425
-21,396
2522
$5.49M ﹤0.01%
153,428
+17,946
2523
$5.49M ﹤0.01%
107,749
+63,912
2524
$5.47M ﹤0.01%
104,093
+19,761
2525
$5.45M ﹤0.01%
559,257
+31,125