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
2926
$3.54M ﹤0.01%
48,130
-5,678
2927
$3.54M ﹤0.01%
254,052
+25,269
2928
$3.53M ﹤0.01%
165,101
-132,036
2929
$3.53M ﹤0.01%
3,618,907
+2,238,768
2930
$3.53M ﹤0.01%
229,842
+54,620
2931
$3.52M ﹤0.01%
103,534
+74,744
2932
$3.52M ﹤0.01%
258,188
+2,509
2933
$3.52M ﹤0.01%
109,094
+52,079
2934
$3.52M ﹤0.01%
174,997
+37,139
2935
$3.51M ﹤0.01%
326,771
+152,979
2936
$3.51M ﹤0.01%
63,685
-77,414
2937
$3.51M ﹤0.01%
369,124
-316,724
2938
$3.5M ﹤0.01%
144,462
-84,549
2939
$3.5M ﹤0.01%
43,826
-11,630
2940
$3.5M ﹤0.01%
122,347
-26,802
2941
$3.49M ﹤0.01%
539,034
-88,129
2942
$3.49M ﹤0.01%
193,150
-46,097
2943
$3.49M ﹤0.01%
250,486
-65,327
2944
$3.49M ﹤0.01%
195,918
+28,592
2945
$3.48M ﹤0.01%
258,638
-49,811
2946
$3.48M ﹤0.01%
354,584
+354,045
2947
$3.48M ﹤0.01%
429,795
-359,211
2948
$3.48M ﹤0.01%
423,832
+267,989
2949
$3.47M ﹤0.01%
127,611
+48,332
2950
$3.47M ﹤0.01%
258,637
+2,811
116 117
118
119 120