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
2701
$4.48M ﹤0.01%
256,325
-40,310
2702
$4.48M ﹤0.01%
154,535
+14,205
2703
$4.48M ﹤0.01%
151,925
-80,006
2704
$4.47M ﹤0.01%
700,119
+22,092
2705
$4.47M ﹤0.01%
307,347
-43,643
2706
$4.47M ﹤0.01%
141,460
+10,873
2707
$4.47M ﹤0.01%
450,594
+386,206
2708
$4.47M ﹤0.01%
287,554
-93,765
2709
$4.47M ﹤0.01%
3,343
+264
2710
$4.46M ﹤0.01%
611,342
-297,882
2711
$4.46M ﹤0.01%
680,663
-121,513
2712
$4.46M ﹤0.01%
322,041
+7,189
2713
$4.45M ﹤0.01%
274,130
-60,990
2714
$4.45M ﹤0.01%
183,709
+7,652
2715
$4.44M ﹤0.01%
233,786
+123,736
2716
$4.44M ﹤0.01%
240,351
-21,322
2717
$4.43M ﹤0.01%
504,089
-155,218
2718
$4.42M ﹤0.01%
599,088
+17,564
2719
$4.42M ﹤0.01%
20,654
+18,324
2720
$4.42M ﹤0.01%
310,680
-73,136
2721
$4.42M ﹤0.01%
277,956
+9,754
2722
$4.4M ﹤0.01%
48,712
-205,872
2723
$4.4M ﹤0.01%
187,455
-91,074
2724
$4.39M ﹤0.01%
256,498
-102,723
2725
$4.38M ﹤0.01%
1,262,307
-77,612
107 108
109
110 111