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
$276B
AUM Growth
+$5.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,171
New
Increased
Reduced
Closed

Top Buys

1 +$1.83B
2 +$1.32B
3 +$882M
4
MSFT icon
Microsoft
MSFT
+$518M
5
BX icon
Blackstone
BX
+$380M

Top Sells

1 +$7.45B
2 +$1.82B
3 +$1.67B
4
ESRX
Express Scripts Holding Company
ESRX
+$876M
5
ABBV icon
AbbVie
ABBV
+$507M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.14%
3 Technology 8.78%
4 Communication Services 7.62%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$5.7M ﹤0.01%
3,066,745
-2,862,045
2477
$5.7M ﹤0.01%
267,296
-78,730
2478
$5.7M ﹤0.01%
169,351
+138,924
2479
$5.69M ﹤0.01%
691,513
+354,831
2480
$5.69M ﹤0.01%
296,528
+217,594
2481
$5.69M ﹤0.01%
416,780
+1,427
2482
$5.69M ﹤0.01%
213,605
-139,061
2483
$5.68M ﹤0.01%
353,695
+50,092
2484
$5.68M ﹤0.01%
330,177
-67,787
2485
$5.67M ﹤0.01%
460,933
-125,484
2486
$5.67M ﹤0.01%
419,958
+145,835
2487
$5.67M ﹤0.01%
+562,163
2488
$5.65M ﹤0.01%
60,360
+50,438
2489
$5.64M ﹤0.01%
355,704
+9,171
2490
$5.64M ﹤0.01%
243,982
+147,961
2491
$5.63M ﹤0.01%
256,924
-516,266
2492
$5.62M ﹤0.01%
341,122
+255,610
2493
$5.61M ﹤0.01%
317,117
-175,733
2494
$5.61M ﹤0.01%
212,595
-17,281
2495
$5.61M ﹤0.01%
745,937
-174,415
2496
$5.6M ﹤0.01%
95,072
-26,754
2497
$5.6M ﹤0.01%
497,649
+42,586
2498
$5.6M ﹤0.01%
74,352
+21,953
2499
$5.59M ﹤0.01%
1,023,922
+343,010
2500
$5.58M ﹤0.01%
88,000
+40,538