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
1926
$11M ﹤0.01%
329,278
+109,897
1927
$11M ﹤0.01%
466,682
+86,406
1928
$11M ﹤0.01%
1,764,613
+127,506
1929
$11M ﹤0.01%
450,296
+9,383
1930
$11M ﹤0.01%
158,991
+40,908
1931
$11M ﹤0.01%
293,775
+26,912
1932
$10.9M ﹤0.01%
579,628
+128,961
1933
$10.9M ﹤0.01%
615,710
-31,666
1934
$10.9M ﹤0.01%
860,607
+249,524
1935
$10.9M ﹤0.01%
646,015
+260,133
1936
$10.9M ﹤0.01%
706,566
+46,496
1937
$10.8M ﹤0.01%
619,291
-3,063
1938
$10.8M ﹤0.01%
852,082
-9,237
1939
$10.8M ﹤0.01%
85,735
+5,391
1940
$10.8M ﹤0.01%
284,559
-12,293
1941
$10.8M ﹤0.01%
1,246,556
+246,358
1942
$10.8M ﹤0.01%
2,761,096
+289,864
1943
$10.7M ﹤0.01%
1,847,239
+65,953
1944
$10.7M ﹤0.01%
41,956
+3,081
1945
$10.7M ﹤0.01%
523,185
-269,845
1946
$10.7M ﹤0.01%
+426,227
1947
$10.7M ﹤0.01%
244,386
-33,917
1948
$10.7M ﹤0.01%
375,468
-178,576
1949
$10.7M ﹤0.01%
603,867
-36,077
1950
$10.6M ﹤0.01%
356,961
-36,843
76 77
78
79 80