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
2001
$9.96M ﹤0.01%
132,856
+115,547
2002
$9.95M ﹤0.01%
222,708
+75,986
2003
$9.94M ﹤0.01%
251,621
+68,086
2004
$9.92M ﹤0.01%
708,477
-79,624
2005
$9.91M ﹤0.01%
209,769
-103,906
2006
$9.91M ﹤0.01%
2,721,903
+1,162,363
2007
$9.91M ﹤0.01%
338,559
+118,944
2008
$9.9M ﹤0.01%
385,104
+15,028
2009
$9.9M ﹤0.01%
242,825
+83,738
2010
$9.9M ﹤0.01%
170,866
-27,664
2011
$9.88M ﹤0.01%
366,456
+239,884
2012
$9.87M ﹤0.01%
216,529
-49,952
2013
$9.86M ﹤0.01%
738,184
-252,122
2014
$9.84M ﹤0.01%
381,439
+23,438
2015
$9.82M ﹤0.01%
91,000
+13,063
2016
$9.82M ﹤0.01%
996,953
-181,902
2017
$9.8M ﹤0.01%
145,131
+10,278
2018
$9.79M ﹤0.01%
314,070
-234,951
2019
$9.78M ﹤0.01%
662,479
-159,178
2020
$9.76M ﹤0.01%
283,769
+55,174
2021
$9.75M ﹤0.01%
107,203
-165,890
2022
$9.75M ﹤0.01%
176,914
-234
2023
$9.74M ﹤0.01%
816,663
+19,012
2024
$9.73M ﹤0.01%
324,067
+13,912
2025
$9.71M ﹤0.01%
156,936
+10,516