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
1576
$16.6M 0.01%
555,610
+36,617
1577
$16.6M 0.01%
326,425
-165,818
1578
$16.6M 0.01%
607,808
+204,284
1579
$16.5M 0.01%
546,424
-314,043
1580
$16.5M 0.01%
745,193
-493,658
1581
$16.5M 0.01%
482,020
-108,611
1582
$16.5M 0.01%
423,511
+36,151
1583
$16.5M 0.01%
275,039
-134,400
1584
$16.5M 0.01%
324,287
+124,094
1585
$16.5M 0.01%
171,599
+61,201
1586
$16.4M 0.01%
343,265
-1,020
1587
$16.4M 0.01%
440,091
-517,949
1588
$16.4M 0.01%
61,237
+4,885
1589
$16.3M 0.01%
310,606
+54,664
1590
$16.3M 0.01%
294,494
-48,738
1591
$16.3M 0.01%
808,653
+68,522
1592
$16.3M 0.01%
222,411
-43,419
1593
$16.3M 0.01%
262,912
-166,622
1594
$16.3M 0.01%
1,355,276
-135,046
1595
$16.3M 0.01%
1,459,752
+629,623
1596
$16.3M 0.01%
664,042
+99,690
1597
$16.2M 0.01%
612,836
+155,349
1598
$16.2M 0.01%
1,063,056
-207,804
1599
$16.2M 0.01%
399,427
-500,602
1600
$16.2M 0.01%
1,036,792
-45,315