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
3026
$3.16M ﹤0.01%
90,513
+85,481
3027
$3.16M ﹤0.01%
82,653
-72,495
3028
$3.15M ﹤0.01%
345,344
-51,525
3029
$3.15M ﹤0.01%
170,873
+70,873
3030
$3.15M ﹤0.01%
141,140
+23,919
3031
$3.14M ﹤0.01%
57,935
-1,294
3032
$3.14M ﹤0.01%
148,945
-945,116
3033
$3.14M ﹤0.01%
139,637
-42,030
3034
$3.14M ﹤0.01%
+143,335
3035
$3.14M ﹤0.01%
174,907
-8,106
3036
$3.13M ﹤0.01%
359,210
-179,419
3037
$3.12M ﹤0.01%
20,923
-6,970
3038
$3.12M ﹤0.01%
740,393
+317,956
3039
$3.11M ﹤0.01%
172,097
+93,545
3040
$3.11M ﹤0.01%
326,355
+86,592
3041
$3.11M ﹤0.01%
815,323
-18,121
3042
$3.1M ﹤0.01%
131,935
+38,234
3043
$3.1M ﹤0.01%
208,597
-41,023
3044
$3.09M ﹤0.01%
246,926
-21,981
3045
$3.08M ﹤0.01%
97,105
+69,791
3046
$3.08M ﹤0.01%
126,910
+85,502
3047
$3.08M ﹤0.01%
334,091
-12,608
3048
$3.08M ﹤0.01%
401,153
+40,290
3049
$3.08M ﹤0.01%
61,168
-1,946
3050
$3.08M ﹤0.01%
81,843
+34,731
120 121
122
123 124