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
2501
$5.58M ﹤0.01%
176,208
+135,498
2502
$5.57M ﹤0.01%
34,867
-3,425
2503
$5.56M ﹤0.01%
97,775
+55,684
2504
$5.55M ﹤0.01%
68,831
+6,543
2505
$5.54M ﹤0.01%
261,403
-149,829
2506
$5.54M ﹤0.01%
214,775
-33,281
2507
$5.53M ﹤0.01%
91,611
+59,887
2508
$5.53M ﹤0.01%
116,405
+109,864
2509
$5.53M ﹤0.01%
851,048
-482,942
2510
$5.53M ﹤0.01%
105,048
-76,979
2511
$5.53M ﹤0.01%
76,245
+22,562
2512
$5.52M ﹤0.01%
395,515
+129,529
2513
$5.51M ﹤0.01%
201,917
+31,655
2514
$5.51M ﹤0.01%
704,664
+475,456
2515
$5.5M ﹤0.01%
99,976
-6,273
2516
$5.5M ﹤0.01%
155,409
-10,598
2517
$5.5M ﹤0.01%
411,365
-242,533
2518
$5.48M ﹤0.01%
124,415
-17,668
2519
$5.48M ﹤0.01%
189,782
-32,860
2520
$5.46M ﹤0.01%
313,031
-40,966
2521
$5.46M ﹤0.01%
409,678
+8,634
2522
$5.46M ﹤0.01%
1,969,350
-581,711
2523
$5.44M ﹤0.01%
192,603
-71,933
2524
$5.44M ﹤0.01%
249,693
-3,129,112
2525
$5.42M ﹤0.01%
639,923
-108,232