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
2401
$6.31M ﹤0.01%
440,888
+152,182
2402
$6.29M ﹤0.01%
621,999
-35,126
2403
$6.29M ﹤0.01%
419,549
-232,499
2404
$6.29M ﹤0.01%
92,221
-23,625
2405
$6.29M ﹤0.01%
147,069
-433,599
2406
$6.29M ﹤0.01%
535,096
+192,916
2407
$6.28M ﹤0.01%
134,067
+2,763
2408
$6.28M ﹤0.01%
280,413
-516,438
2409
$6.27M ﹤0.01%
183,178
+132,766
2410
$6.27M ﹤0.01%
1,144,627
+64,619
2411
$6.26M ﹤0.01%
151,743
+7,469
2412
$6.25M ﹤0.01%
156,409
-104,204
2413
$6.24M ﹤0.01%
211,257
+113,682
2414
$6.23M ﹤0.01%
421,986
+123,210
2415
$6.17M ﹤0.01%
255,974
+7,021
2416
$6.17M ﹤0.01%
110,238
-40,000
2417
$6.16M ﹤0.01%
235,273
-337,969
2418
$6.16M ﹤0.01%
828,753
-14,556
2419
$6.15M ﹤0.01%
615,388
+225,228
2420
$6.13M ﹤0.01%
307,234
-56,250
2421
$6.13M ﹤0.01%
258,510
+26,514
2422
$6.12M ﹤0.01%
591,010
+21,283
2423
$6.12M ﹤0.01%
414,938
-289,594
2424
$6.11M ﹤0.01%
163,312
+82,712
2425
$6.11M ﹤0.01%
212,000
-18,624