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
1951
$10.6M ﹤0.01%
546,151
+409,626
1952
$10.6M ﹤0.01%
205,484
+34,667
1953
$10.6M ﹤0.01%
941,894
-118
1954
$10.6M ﹤0.01%
682,400
-22,802
1955
$10.6M ﹤0.01%
739,433
+50,396
1956
$10.5M ﹤0.01%
995,994
+169,029
1957
$10.5M ﹤0.01%
509,033
+79,997
1958
$10.5M ﹤0.01%
89,479
-3,314
1959
$10.5M ﹤0.01%
610,083
-29,381
1960
$10.5M ﹤0.01%
280,412
-49,550
1961
$10.5M ﹤0.01%
890,238
+39,540
1962
$10.5M ﹤0.01%
2,089,130
+315,230
1963
$10.5M ﹤0.01%
188,638
-4,348
1964
$10.5M ﹤0.01%
1,040,843
-21,156
1965
$10.4M ﹤0.01%
1,930,948
+1,921,169
1966
$10.4M ﹤0.01%
177,425
+12,600
1967
$10.4M ﹤0.01%
351,319
-46,702
1968
$10.4M ﹤0.01%
311,760
+34,922
1969
$10.4M ﹤0.01%
245,862
-13,271
1970
$10.4M ﹤0.01%
961,299
+113,651
1971
$10.3M ﹤0.01%
603,865
-1,615
1972
$10.3M ﹤0.01%
547,249
+3,121
1973
$10.3M ﹤0.01%
282,538
+46,936
1974
$10.3M ﹤0.01%
700,070
+79,291
1975
$10.3M ﹤0.01%
450,900
+344,602
77 78
79
80 81