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
2601
$4.97M ﹤0.01%
456,348
+208,396
2602
$4.96M ﹤0.01%
67,101
-83,747
2603
$4.96M ﹤0.01%
203,132
-9,813
2604
$4.95M ﹤0.01%
377,149
+358,072
2605
$4.94M ﹤0.01%
760,593
-411,987
2606
$4.94M ﹤0.01%
48,425
-15,142
2607
$4.93M ﹤0.01%
1,038,302
-122,938
2608
$4.92M ﹤0.01%
163,986
+41,345
2609
$4.92M ﹤0.01%
79,682
+59,568
2610
$4.92M ﹤0.01%
186,183
-131,135
2611
$4.91M ﹤0.01%
150,885
-7,682
2612
$4.9M ﹤0.01%
195,623
+4,170
2613
$4.9M ﹤0.01%
253,562
-30,425
2614
$4.89M ﹤0.01%
162,593
+21,635
2615
$4.89M ﹤0.01%
484,745
+13,964
2616
$4.88M ﹤0.01%
437
+265
2617
$4.87M ﹤0.01%
104,721
-3,876
2618
$4.86M ﹤0.01%
97,830
+41,274
2619
$4.85M ﹤0.01%
426,412
+80,793
2620
$4.85M ﹤0.01%
97,762
+81,802
2621
$4.83M ﹤0.01%
379,602
+11,175
2622
$4.83M ﹤0.01%
143,608
-198,839
2623
$4.83M ﹤0.01%
132,850
+13,426
2624
$4.83M ﹤0.01%
276,683
-35,205
2625
$4.82M ﹤0.01%
133,828
-32,562
103 104
105
106 107