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
1626
$15.5M 0.01%
695,457
+52,203
1627
$15.5M 0.01%
402,126
-134,759
1628
$15.5M 0.01%
294,954
+6,201
1629
$15.5M 0.01%
280,122
+4,340
1630
$15.5M 0.01%
+446,114
1631
$15.5M 0.01%
686,903
+592,734
1632
$15.5M 0.01%
271,768
-262,020
1633
$15.5M 0.01%
256,667
-24,066
1634
$15.5M 0.01%
386,461
+114,227
1635
$15.4M 0.01%
395,338
-68,644
1636
$15.4M 0.01%
107,678
+21,122
1637
$15.3M 0.01%
329,352
+53,058
1638
$15.3M 0.01%
1,335,526
-372,422
1639
$15.3M 0.01%
1,247,769
-272,748
1640
$15.3M 0.01%
552,853
+4,616
1641
$15.3M 0.01%
1,139,315
+212,256
1642
$15.3M 0.01%
380,132
+218,464
1643
$15.2M 0.01%
413,612
+182,850
1644
$15.2M 0.01%
669,920
-29,249
1645
$15.2M 0.01%
223,259
-73,704
1646
$15.2M 0.01%
788,938
+30,187
1647
$15.2M 0.01%
3,696,294
+41,584
1648
$15.2M 0.01%
1,046,408
+22,804
1649
$15.2M 0.01%
367,281
+125,712
1650
$15.2M 0.01%
776,857
+150,000