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
1201
$27.1M 0.01%
2,298,376
-240,755
1202
$27.1M 0.01%
525,479
+67,346
1203
$27M 0.01%
214,024
+109,947
1204
$27M 0.01%
2,704,390
-82,508
1205
$26.9M 0.01%
289,930
+100,800
1206
$26.8M 0.01%
341,883
+34,889
1207
$26.8M 0.01%
+1,465,112
1208
$26.8M 0.01%
458,197
+261,916
1209
$26.8M 0.01%
597,872
-38,836
1210
$26.8M 0.01%
578,968
-35,939
1211
$26.7M 0.01%
870,967
+57,917
1212
$26.6M 0.01%
597,844
-20,932
1213
$26.6M 0.01%
244,125
+14,912
1214
$26.5M 0.01%
1,399,175
+74,398
1215
$26.5M 0.01%
374,610
+8,160
1216
$26.5M 0.01%
500,976
-33,864
1217
$26.4M 0.01%
797,122
+363,017
1218
$26.4M 0.01%
296,935
+112,626
1219
$26.4M 0.01%
4,404,355
-348,002
1220
$26.4M 0.01%
1,904,021
+1,118,454
1221
$26.4M 0.01%
381,676
-164,699
1222
$26.3M 0.01%
603,606
+21,376
1223
$26.3M 0.01%
527,225
-267,184
1224
$26.2M 0.01%
203,566
+98,299
1225
$26.2M 0.01%
159,225
-258