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
2151
$8.46M ﹤0.01%
743,381
+76,569
2152
$8.46M ﹤0.01%
245,408
+91,802
2153
$8.45M ﹤0.01%
191,336
+48,351
2154
$8.45M ﹤0.01%
813,618
+58,361
2155
$8.44M ﹤0.01%
670,170
+93,037
2156
$8.44M ﹤0.01%
188,043
+76,073
2157
$8.41M ﹤0.01%
2,465,417
-130,715
2158
$8.4M ﹤0.01%
61,173
+1,398
2159
$8.4M ﹤0.01%
173,892
+31,391
2160
$8.39M ﹤0.01%
830,367
+43,586
2161
$8.39M ﹤0.01%
385,420
+20,930
2162
$8.39M ﹤0.01%
84,607
-50,978
2163
$8.38M ﹤0.01%
95,529
-15,160
2164
$8.37M ﹤0.01%
362,084
-11,704
2165
$8.37M ﹤0.01%
99,999
-120,159
2166
$8.36M ﹤0.01%
556,337
+192,517
2167
$8.36M ﹤0.01%
409,624
+34,823
2168
$8.34M ﹤0.01%
242,948
-559,166
2169
$8.34M ﹤0.01%
1,286,559
+488,132
2170
$8.34M ﹤0.01%
19,934
+11,985
2171
$8.33M ﹤0.01%
208,659
+83,214
2172
$8.31M ﹤0.01%
431,091
+72,329
2173
$8.27M ﹤0.01%
326,894
+326,282
2174
$8.26M ﹤0.01%
270,485
-150,486
2175
$8.26M ﹤0.01%
82,214
+17,353