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
1301
$23.7M 0.01%
364,616
-5,438
1302
$23.7M 0.01%
967,019
-273,163
1303
$23.7M 0.01%
199,216
+31,052
1304
$23.7M 0.01%
496,264
+14,786
1305
$23.5M 0.01%
519,829
-30,560
1306
$23.5M 0.01%
996,360
-45,798
1307
$23.4M 0.01%
964,312
+30,457
1308
$23.4M 0.01%
500,315
-26,717
1309
$23.4M 0.01%
2,968,342
-320,313
1310
$23.4M 0.01%
659,773
+43,073
1311
$23.4M 0.01%
472,412
+247,106
1312
$23.3M 0.01%
177,974
+9,622
1313
$23.3M 0.01%
331,829
-101,277
1314
$23.3M 0.01%
559,462
+106,935
1315
$23.3M 0.01%
413,651
-138,399
1316
$23.2M 0.01%
2,744,448
-621,061
1317
$23.1M 0.01%
1,095,070
+374,203
1318
$23.1M 0.01%
356,298
-1,427
1319
$23.1M 0.01%
888,274
-369,173
1320
$23M 0.01%
1,279,296
-170,845
1321
$23M 0.01%
1,956,260
-913
1322
$23M 0.01%
616,268
+162,566
1323
$22.9M 0.01%
924,366
+43,688
1324
$22.9M 0.01%
517,352
+10,490
1325
$22.9M 0.01%
411,756
+127,744