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
2826
$3.77M ﹤0.01%
303,456
+84,070
2827
$3.76M ﹤0.01%
186,133
-81,510
2828
$3.76M ﹤0.01%
321,470
-22,645
2829
$3.75M ﹤0.01%
283,282
+11,020
2830
$3.75M ﹤0.01%
246,840
+8,388
2831
$3.75M ﹤0.01%
85,200
-8,636
2832
$3.75M ﹤0.01%
633,652
+281,249
2833
$3.75M ﹤0.01%
67,428
+7,477
2834
$3.74M ﹤0.01%
66,211
+3,581
2835
$3.73M ﹤0.01%
106,936
-36,569
2836
$3.72M ﹤0.01%
8,006
+6,537
2837
$3.72M ﹤0.01%
70,398
-32,238
2838
$3.71M ﹤0.01%
68,873
+92
2839
$3.71M ﹤0.01%
74,118
+21,073
2840
$3.71M ﹤0.01%
209,240
+14,596
2841
$3.71M ﹤0.01%
292,110
+57,249
2842
$3.71M ﹤0.01%
265,739
+98,788
2843
$3.7M ﹤0.01%
317,498
-19,012
2844
$3.69M ﹤0.01%
114,960
-149,037
2845
$3.69M ﹤0.01%
297,643
-6,327
2846
$3.68M ﹤0.01%
398,202
+303,069
2847
$3.68M ﹤0.01%
12,591
-19,318
2848
$3.67M ﹤0.01%
221,185
2849
$3.67M ﹤0.01%
270,228
-35,445
2850
$3.67M ﹤0.01%
284,704
-1,490