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
2426
$6.1M ﹤0.01%
278,690
-10,811
2427
$6.1M ﹤0.01%
357,881
+159,538
2428
$6.1M ﹤0.01%
193,014
+44,924
2429
$6.07M ﹤0.01%
277,066
+31,996
2430
$6.07M ﹤0.01%
127,339
+43,350
2431
$6.07M ﹤0.01%
67,880
+167
2432
$6.06M ﹤0.01%
472,696
-15,706
2433
$6.06M ﹤0.01%
183,126
-785,336
2434
$6.04M ﹤0.01%
93,783
+5,562
2435
$6.03M ﹤0.01%
175,677
-664
2436
$6.03M ﹤0.01%
438,597
+212,737
2437
$6.03M ﹤0.01%
901,205
+199,010
2438
$6.03M ﹤0.01%
370,430
+26,822
2439
$6M ﹤0.01%
150,285
+12,129
2440
$5.99M ﹤0.01%
74,189
-6,477
2441
$5.99M ﹤0.01%
83,615
+11,741
2442
$5.98M ﹤0.01%
206,303
+19,221
2443
$5.97M ﹤0.01%
208,803
-4,819
2444
$5.97M ﹤0.01%
966,575
+21,728
2445
$5.97M ﹤0.01%
45,838
-4,460
2446
$5.97M ﹤0.01%
248,209
+19,411
2447
$5.96M ﹤0.01%
161,662
+29,774
2448
$5.96M ﹤0.01%
259,524
+13,449
2449
$5.94M ﹤0.01%
468,018
-426,858
2450
$5.94M ﹤0.01%
159,333
+79,102