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
2026
$9.7M ﹤0.01%
502,264
-9,242
2027
$9.69M ﹤0.01%
246,967
-85,747
2028
$9.68M ﹤0.01%
+407,735
2029
$9.66M ﹤0.01%
112,140
+76,455
2030
$9.66M ﹤0.01%
1,169,917
-3,309,216
2031
$9.65M ﹤0.01%
435,113
-11,509
2032
$9.64M ﹤0.01%
476,272
+19,062
2033
$9.63M ﹤0.01%
261,467
+14,260
2034
$9.63M ﹤0.01%
32,206
-16,865
2035
$9.62M ﹤0.01%
278,000
2036
$9.62M ﹤0.01%
1,276,856
-627,263
2037
$9.61M ﹤0.01%
+200,000
2038
$9.6M ﹤0.01%
228,917
-54,486
2039
$9.59M ﹤0.01%
98,961
+55,349
2040
$9.58M ﹤0.01%
573,300
+258,736
2041
$9.56M ﹤0.01%
223,022
-112,108
2042
$9.56M ﹤0.01%
452,687
+70,742
2043
$9.56M ﹤0.01%
169,918
-8,096
2044
$9.55M ﹤0.01%
1,273,138
-209,545
2045
$9.53M ﹤0.01%
456,777
+343,262
2046
$9.51M ﹤0.01%
640,446
-232,763
2047
$9.51M ﹤0.01%
85,899
+10,353
2048
$9.5M ﹤0.01%
192,715
-37,037
2049
$9.5M ﹤0.01%
246,869
-10,367
2050
$9.49M ﹤0.01%
455,212
+332,358