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
1526
$17.7M 0.01%
233,280
+134,140
1527
$17.6M 0.01%
781,169
-324,274
1528
$17.6M 0.01%
541,203
-15,044
1529
$17.6M 0.01%
387,499
+76,040
1530
$17.6M 0.01%
303,369
+61,539
1531
$17.6M 0.01%
1,621,227
+683,038
1532
$17.5M 0.01%
698,407
+31,530
1533
$17.5M 0.01%
1,724,124
-820,683
1534
$17.5M 0.01%
99,334
+95,248
1535
$17.5M 0.01%
274,174
-116,669
1536
$17.5M 0.01%
673,693
+147,108
1537
$17.5M 0.01%
356,094
-86,664
1538
$17.5M 0.01%
540,746
-5,128
1539
$17.4M 0.01%
349,480
-25,533
1540
$17.4M 0.01%
1,526,326
+44,004
1541
$17.4M 0.01%
449,465
+19,070
1542
$17.3M 0.01%
484,097
-299,987
1543
$17.3M 0.01%
988,383
-80,876
1544
$17.3M 0.01%
381,953
-22,849
1545
$17.3M 0.01%
416,398
-209,204
1546
$17.3M 0.01%
1,386,272
+161,376
1547
$17.2M 0.01%
411,941
+124,297
1548
$17.2M 0.01%
390,499
+10,378
1549
$17.2M 0.01%
464,875
+38,505
1550
$17.2M 0.01%
562,357
+150,241