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
2526
$5.42M ﹤0.01%
613,833
-254,396
2527
$5.42M ﹤0.01%
1,403,423
-903,640
2528
$5.42M ﹤0.01%
263,481
-135,694
2529
$5.42M ﹤0.01%
277,812
+256,885
2530
$5.41M ﹤0.01%
270,661
+96,509
2531
$5.41M ﹤0.01%
120,100
-1,144
2532
$5.41M ﹤0.01%
155,202
+13,855
2533
$5.4M ﹤0.01%
434,392
+28,499
2534
$5.4M ﹤0.01%
449,122
+171,243
2535
$5.39M ﹤0.01%
500,466
-693,098
2536
$5.38M ﹤0.01%
179,654
+89,828
2537
$5.37M ﹤0.01%
297,554
-6,492
2538
$5.37M ﹤0.01%
191,101
+136,515
2539
$5.36M ﹤0.01%
241,980
+145,419
2540
$5.35M ﹤0.01%
129,480
+120,089
2541
$5.35M ﹤0.01%
187,840
-206,355
2542
$5.33M ﹤0.01%
285,025
-1,164,021
2543
$5.32M ﹤0.01%
68,315
+25,871
2544
$5.31M ﹤0.01%
90,830
+31,609
2545
$5.31M ﹤0.01%
138,415
+33,468
2546
$5.31M ﹤0.01%
69,300
+53,739
2547
$5.31M ﹤0.01%
228,227
-31,328
2548
$5.3M ﹤0.01%
194,106
-17,478
2549
$5.3M ﹤0.01%
491,970
-17,246
2550
$5.3M ﹤0.01%
72,179
-54,098
100 101
102
103 104