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
2101
$9.02M ﹤0.01%
396,227
+232,540
2102
$8.99M ﹤0.01%
80,088
-117
2103
$8.99M ﹤0.01%
152,721
+147,921
2104
$8.98M ﹤0.01%
251,415
+83,448
2105
$8.96M ﹤0.01%
316,400
-38,227
2106
$8.96M ﹤0.01%
+512,404
2107
$8.94M ﹤0.01%
69,607
+55,320
2108
$8.94M ﹤0.01%
307,500
+162,711
2109
$8.93M ﹤0.01%
516,487
+29,544
2110
$8.91M ﹤0.01%
287,854
-345,464
2111
$8.9M ﹤0.01%
530,619
+43,057
2112
$8.9M ﹤0.01%
2,802,636
+1,444,903
2113
$8.9M ﹤0.01%
191,664
+13,944
2114
$8.86M ﹤0.01%
292,718
-6,308
2115
$8.83M ﹤0.01%
127,662
+103,803
2116
$8.83M ﹤0.01%
243,028
+88,210
2117
$8.83M ﹤0.01%
160,596
-291,003
2118
$8.81M ﹤0.01%
594,550
+247,206
2119
$8.76M ﹤0.01%
188,565
+22,280
2120
$8.75M ﹤0.01%
2,886,829
-124,632
2121
$8.73M ﹤0.01%
97,785
-19,905
2122
$8.72M ﹤0.01%
104,691
+606
2123
$8.71M ﹤0.01%
110,317
-1,572
2124
$8.71M ﹤0.01%
301,704
-4,595
2125
$8.7M ﹤0.01%
152,089
+16,149