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
3201
$2.58M ﹤0.01%
78,240
-24,892
3202
$2.58M ﹤0.01%
69,561
+18,945
3203
$2.58M ﹤0.01%
1,097
+491
3204
$2.58M ﹤0.01%
353,889
+16,156
3205
$2.58M ﹤0.01%
130,296
+14,680
3206
$2.58M ﹤0.01%
11,476
+3,086
3207
$2.57M ﹤0.01%
441,302
+5,095
3208
$2.57M ﹤0.01%
96,445
+923
3209
$2.56M ﹤0.01%
41,041
-187,183
3210
$2.56M ﹤0.01%
79,088
+5,293
3211
$2.56M ﹤0.01%
70,161
+29,585
3212
$2.56M ﹤0.01%
87,888
-30,469
3213
$2.56M ﹤0.01%
132,917
-44,866
3214
$2.55M ﹤0.01%
178,704
-6,805
3215
$2.54M ﹤0.01%
408,258
+342,316
3216
$2.54M ﹤0.01%
71,414
-25,195
3217
$2.54M ﹤0.01%
142,768
-71,132
3218
$2.54M ﹤0.01%
210,620
+78,387
3219
$2.54M ﹤0.01%
47,517
+30,526
3220
$2.53M ﹤0.01%
55,864
+11,061
3221
$2.53M ﹤0.01%
424,266
+17,571
3222
$2.52M ﹤0.01%
193,026
-2,848
3223
$2.52M ﹤0.01%
104,731
+30,687
3224
$2.52M ﹤0.01%
233,221
+205,405
3225
$2.51M ﹤0.01%
407,981
+58,152
127 128
129
130 131