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
2126
$8.7M ﹤0.01%
588,908
-301,908
2127
$8.69M ﹤0.01%
1,671,105
+51,879
2128
$8.69M ﹤0.01%
223,690
-92,065
2129
$8.68M ﹤0.01%
393,245
+12,413
2130
$8.67M ﹤0.01%
284,194
+50,731
2131
$8.66M ﹤0.01%
230,754
+121,067
2132
$8.65M ﹤0.01%
+48,404
2133
$8.65M ﹤0.01%
669,022
+292,275
2134
$8.64M ﹤0.01%
284,217
-95,344
2135
$8.64M ﹤0.01%
89,416
+3,287
2136
$8.63M ﹤0.01%
272,565
+48,343
2137
$8.62M ﹤0.01%
49,983
-32,064
2138
$8.62M ﹤0.01%
452,458
-82,008
2139
$8.58M ﹤0.01%
196,293
-33,817
2140
$8.57M ﹤0.01%
198,591
+112,708
2141
$8.55M ﹤0.01%
511,954
+172,324
2142
$8.54M ﹤0.01%
20,732
+11,199
2143
$8.54M ﹤0.01%
258,162
-172,077
2144
$8.54M ﹤0.01%
812,452
-27,064
2145
$8.52M ﹤0.01%
139,389
+60,954
2146
$8.51M ﹤0.01%
189,251
-125,874
2147
$8.5M ﹤0.01%
170,066
+97,814
2148
$8.49M ﹤0.01%
323,680
+60,245
2149
$8.48M ﹤0.01%
76,257
+20,086
2150
$8.47M ﹤0.01%
381,440
+248,971