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
3351
$2.16M ﹤0.01%
78,832
+38,266
3352
$2.16M ﹤0.01%
161,248
-59,474
3353
$2.16M ﹤0.01%
43,509
+21,809
3354
$2.16M ﹤0.01%
103,226
+57,857
3355
$2.15M ﹤0.01%
138,939
-333
3356
$2.15M ﹤0.01%
26,489
-52,867
3357
$2.14M ﹤0.01%
940,271
+17,496
3358
$2.14M ﹤0.01%
30,526
-26,527
3359
$2.14M ﹤0.01%
47,288
-2,356
3360
$2.14M ﹤0.01%
+20,034
3361
$2.14M ﹤0.01%
59,655
-18,430
3362
$2.14M ﹤0.01%
264,881
-52,347
3363
$2.13M ﹤0.01%
153,745
-230,758
3364
$2.13M ﹤0.01%
48,484
-43,554
3365
$2.13M ﹤0.01%
189,927
+10,298
3366
$2.13M ﹤0.01%
403,264
+26,635
3367
$2.12M ﹤0.01%
74,470
+6,982
3368
$2.12M ﹤0.01%
68,371
-10,072
3369
$2.12M ﹤0.01%
49,401
+20,263
3370
$2.12M ﹤0.01%
162,363
+12,969
3371
$2.12M ﹤0.01%
81,648
-12,472
3372
$2.12M ﹤0.01%
111,668
+24,248
3373
$2.12M ﹤0.01%
144,095
-236,988
3374
$2.11M ﹤0.01%
241,226
+36,052
3375
$2.11M ﹤0.01%
35,046
-171,043
133 134
135
136 137