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
2901
$3.64M ﹤0.01%
42,991
-91,622
2902
$3.63M ﹤0.01%
+209,487
2903
$3.63M ﹤0.01%
147,096
-7,923
2904
$3.62M ﹤0.01%
174,653
+33,493
2905
$3.62M ﹤0.01%
298,030
+259,022
2906
$3.62M ﹤0.01%
167,083
-7,114
2907
$3.62M ﹤0.01%
33,075
-7,965
2908
$3.61M ﹤0.01%
212,642
+146,022
2909
$3.61M ﹤0.01%
274,137
+9,018
2910
$3.61M ﹤0.01%
72,636
+13,647
2911
$3.6M ﹤0.01%
258,375
-88,173
2912
$3.59M ﹤0.01%
101,851
-23,256
2913
$3.58M ﹤0.01%
747,843
-220,014
2914
$3.57M ﹤0.01%
113,906
+15,040
2915
$3.57M ﹤0.01%
290,606
-37,238
2916
$3.56M ﹤0.01%
156,083
-6,759
2917
$3.56M ﹤0.01%
124,587
-12,824
2918
$3.56M ﹤0.01%
114,130
+47,946
2919
$3.56M ﹤0.01%
566,008
-130,901
2920
$3.56M ﹤0.01%
369,284
+208,383
2921
$3.55M ﹤0.01%
37,970
-7,814
2922
$3.55M ﹤0.01%
247,318
-34,443
2923
$3.54M ﹤0.01%
59,666
-59,855
2924
$3.54M ﹤0.01%
16,957
-28,338
2925
$3.54M ﹤0.01%
159,636
+103,671
115 116
117
118 119