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
2576
$5.11M ﹤0.01%
179,109
-169,158
2577
$5.07M ﹤0.01%
239,221
+46,162
2578
$5.07M ﹤0.01%
412,391
+75,555
2579
$5.06M ﹤0.01%
78,020
+7,606
2580
$5.06M ﹤0.01%
71,298
+42,797
2581
$5.06M ﹤0.01%
470,558
-20,278
2582
$5.05M ﹤0.01%
571,228
-43,618
2583
$5.04M ﹤0.01%
260
-10
2584
$5.04M ﹤0.01%
303,663
-26,427
2585
$5.03M ﹤0.01%
255,541
-403,771
2586
$5.03M ﹤0.01%
189,650
+125,568
2587
$5.03M ﹤0.01%
220,507
-1,461
2588
$5.02M ﹤0.01%
91,147
+46,245
2589
$5.02M ﹤0.01%
196,897
+150,180
2590
$5.02M ﹤0.01%
208,959
+68,189
2591
$5.01M ﹤0.01%
146,999
-39,050
2592
$5.01M ﹤0.01%
+147,894
2593
$5.01M ﹤0.01%
87,654
+5,850
2594
$5.01M ﹤0.01%
97,926
+5,754
2595
$5M ﹤0.01%
151,858
+21,881
2596
$4.99M ﹤0.01%
351,141
+130,481
2597
$4.99M ﹤0.01%
105,889
+6,788
2598
$4.99M ﹤0.01%
207,380
+116,446
2599
$4.98M ﹤0.01%
241,048
-760,952
2600
$4.96M ﹤0.01%
157,425
+15,470