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
1676
$14.8M 0.01%
139,727
+22,654
1677
$14.8M 0.01%
854,360
+171,018
1678
$14.8M 0.01%
306,504
+186,318
1679
$14.8M 0.01%
222,459
+8,548
1680
$14.7M 0.01%
894,488
-84,955
1681
$14.7M 0.01%
375,249
-68,395
1682
$14.7M 0.01%
585,321
-380,087
1683
$14.7M 0.01%
63,832
+4,176
1684
$14.7M 0.01%
186,241
-100,098
1685
$14.7M 0.01%
253,346
-57,722
1686
$14.6M 0.01%
970,575
-30,747
1687
$14.6M 0.01%
606,199
+380,294
1688
$14.6M 0.01%
145,739
+1,381
1689
$14.5M 0.01%
524,102
+19,975
1690
$14.5M 0.01%
873,756
-114,330
1691
$14.5M 0.01%
4,386,682
-497,068
1692
$14.5M 0.01%
646,923
-316,094
1693
$14.4M 0.01%
733,378
+115,258
1694
$14.4M 0.01%
1,454,643
+361,538
1695
$14.4M 0.01%
1,007,991
-277,487
1696
$14.4M 0.01%
430,140
-8,943
1697
$14.4M 0.01%
303,338
+196,582
1698
$14.3M 0.01%
883,860
-198,156
1699
$14.3M 0.01%
1,345,770
-12,417
1700
$14.3M 0.01%
469,027
-12,430