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
1976
$10.3M ﹤0.01%
692,198
+52,278
1977
$10.2M ﹤0.01%
185,960
+102,546
1978
$10.2M ﹤0.01%
+203,100
1979
$10.2M ﹤0.01%
138,081
-4,215
1980
$10.2M ﹤0.01%
415,303
+148,032
1981
$10.2M ﹤0.01%
370,464
-16,373
1982
$10.2M ﹤0.01%
367,655
-10,456
1983
$10.1M ﹤0.01%
227,457
+33,695
1984
$10.1M ﹤0.01%
112,254
+8,219
1985
$10.1M ﹤0.01%
460,110
-31,401
1986
$10.1M ﹤0.01%
341,252
-27,665
1987
$10.1M ﹤0.01%
166,818
-4,765
1988
$10.1M ﹤0.01%
588,864
+22,689
1989
$10.1M ﹤0.01%
1,177,963
-964,018
1990
$10.1M ﹤0.01%
226,735
+112,224
1991
$10.1M ﹤0.01%
51,755
-4,865
1992
$10.1M ﹤0.01%
80,237
-15,676
1993
$10.1M ﹤0.01%
138,327
+18,828
1994
$10M ﹤0.01%
216,505
-7,599
1995
$10M ﹤0.01%
629,277
+312,979
1996
$10M ﹤0.01%
661,412
+76,460
1997
$10M ﹤0.01%
556,392
+492,924
1998
$10M ﹤0.01%
457,194
-3,104,528
1999
$10M ﹤0.01%
601,951
+80,110
2000
$9.99M ﹤0.01%
183,137
-159,056
78 79
80
81 82