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
2451
$5.93M ﹤0.01%
362,476
+109,454
2452
$5.92M ﹤0.01%
242,252
+6,028
2453
$5.91M ﹤0.01%
274,030
+169,828
2454
$5.91M ﹤0.01%
660,822
-831,778
2455
$5.9M ﹤0.01%
429,233
+376,516
2456
$5.9M ﹤0.01%
46,508
+9,985
2457
$5.9M ﹤0.01%
501,774
-36,213
2458
$5.89M ﹤0.01%
62,630
+1,304
2459
$5.89M ﹤0.01%
107,373
-46,799
2460
$5.88M ﹤0.01%
656,039
+380
2461
$5.87M ﹤0.01%
98,814
+44,166
2462
$5.87M ﹤0.01%
438,354
-511,264
2463
$5.86M ﹤0.01%
221,401
+12,536
2464
$5.86M ﹤0.01%
+23,495
2465
$5.86M ﹤0.01%
159,757
+49,509
2466
$5.86M ﹤0.01%
116,241
+1,020
2467
$5.86M ﹤0.01%
125,141
-25,957
2468
$5.86M ﹤0.01%
744,129
+216,508
2469
$5.85M ﹤0.01%
173,477
+4,116
2470
$5.84M ﹤0.01%
70,079
+2,081
2471
$5.84M ﹤0.01%
+118,590
2472
$5.84M ﹤0.01%
128,708
+94,161
2473
$5.83M ﹤0.01%
77,979
-4,097
2474
$5.83M ﹤0.01%
251,379
+80,243
2475
$5.82M ﹤0.01%
232,327
+38,638