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
2526
$5.45M ﹤0.01%
262,739
+6,876
2527
$5.44M ﹤0.01%
466,928
+34,808
2528
$5.44M ﹤0.01%
569,438
+22,006
2529
$5.43M ﹤0.01%
383,016
+49,207
2530
$5.43M ﹤0.01%
280,269
-23,892
2531
$5.43M ﹤0.01%
117,538
+114,884
2532
$5.42M ﹤0.01%
437,613
+60,053
2533
$5.42M ﹤0.01%
613,012
-837,543
2534
$5.42M ﹤0.01%
87,932
-7,222
2535
$5.42M ﹤0.01%
139,395
+33,086
2536
$5.38M ﹤0.01%
204,290
-121,249
2537
$5.38M ﹤0.01%
668,588
-9,454
2538
$5.36M ﹤0.01%
217,890
+49,398
2539
$5.36M ﹤0.01%
718,682
-23,016
2540
$5.36M ﹤0.01%
823,318
+103,859
2541
$5.35M ﹤0.01%
124,348
-2,432
2542
$5.35M ﹤0.01%
420,094
-15,952
2543
$5.34M ﹤0.01%
125,394
+116,626
2544
$5.34M ﹤0.01%
202,631
+7,165
2545
$5.33M ﹤0.01%
459,586
-102,202
2546
$5.32M ﹤0.01%
276,368
-34,295
2547
$5.31M ﹤0.01%
227,686
-18,230
2548
$5.3M ﹤0.01%
123,730
-257,412
2549
$5.27M ﹤0.01%
1,267,589
+6,270
2550
$5.27M ﹤0.01%
79,069
+1,235