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
2551
$5.26M ﹤0.01%
35,602
+21,399
2552
$5.26M ﹤0.01%
851,118
+21,508
2553
$5.26M ﹤0.01%
497,208
-11,950
2554
$5.23M ﹤0.01%
485,113
+33,544
2555
$5.22M ﹤0.01%
609,118
+3,767
2556
$5.2M ﹤0.01%
299,474
-9,282
2557
$5.2M ﹤0.01%
283,351
+29,444
2558
$5.2M ﹤0.01%
163,910
+31,102
2559
$5.19M ﹤0.01%
78,405
+8,185
2560
$5.19M ﹤0.01%
139,553
-97,827
2561
$5.19M ﹤0.01%
335,338
+24,505
2562
$5.19M ﹤0.01%
60,809
+35,804
2563
$5.17M ﹤0.01%
88,840
-29,875
2564
$5.17M ﹤0.01%
137,957
+69,809
2565
$5.17M ﹤0.01%
21,871
-4,623
2566
$5.16M ﹤0.01%
108,904
+46,882
2567
$5.16M ﹤0.01%
858,302
-226,700
2568
$5.16M ﹤0.01%
300,316
-201,049
2569
$5.15M ﹤0.01%
453,830
+414,922
2570
$5.14M ﹤0.01%
609,478
+445,705
2571
$5.13M ﹤0.01%
241,282
-77,308
2572
$5.12M ﹤0.01%
371,445
-13,681
2573
$5.12M ﹤0.01%
71,770
-124,071
2574
$5.11M ﹤0.01%
214,851
-7,413
2575
$5.11M ﹤0.01%
8,348
+6,717