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
2076
$9.28M ﹤0.01%
78,548
+4,082
2077
$9.28M ﹤0.01%
1,084,841
-70,529
2078
$9.28M ﹤0.01%
327,273
-249,519
2079
$9.27M ﹤0.01%
8,000
-250
2080
$9.24M ﹤0.01%
251,119
+8,971
2081
$9.22M ﹤0.01%
660,815
+74,809
2082
$9.22M ﹤0.01%
685,413
+119,701
2083
$9.21M ﹤0.01%
1,622,985
-32,021
2084
$9.21M ﹤0.01%
308,969
+51,705
2085
$9.18M ﹤0.01%
152,975
-40,118
2086
$9.17M ﹤0.01%
156,354
+78,951
2087
$9.16M ﹤0.01%
488,436
+37,617
2088
$9.15M ﹤0.01%
215,148
+8,896
2089
$9.14M ﹤0.01%
1,423,454
-335,270
2090
$9.12M ﹤0.01%
293,228
-16,931
2091
$9.12M ﹤0.01%
266,442
-1,227
2092
$9.12M ﹤0.01%
96,476
-21,078
2093
$9.11M ﹤0.01%
119,542
+926
2094
$9.09M ﹤0.01%
339,915
+92,346
2095
$9.09M ﹤0.01%
92,679
+38,322
2096
$9.09M ﹤0.01%
58,997
+17,207
2097
$9.03M ﹤0.01%
110,225
-24,421
2098
$9.03M ﹤0.01%
317,936
+2,968
2099
$9.02M ﹤0.01%
472,740
+274,542
2100
$9.02M ﹤0.01%
257,468
+54,278