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
626
$70M 0.03%
4,038,233
-396,788
627
$69.9M 0.03%
4,733,873
-145,937
628
$69.6M 0.03%
2,040,493
+20,238
629
$69.5M 0.03%
1,839,431
+3,047
630
$69.4M 0.03%
1,775,227
-313,206
631
$69.3M 0.03%
378,455
+41,521
632
$69.2M 0.03%
2,000,588
+30,916
633
$69.1M 0.03%
83,878,200
+62,359,440
634
$69.1M 0.03%
3,324,960
+2,363,367
635
$69.1M 0.03%
4,406,368
-3,164,296
636
$69M 0.03%
9,681,882
+1,808,584
637
$69M 0.03%
559,149
-124,667
638
$68.9M 0.03%
2,374,106
+158,208
639
$68.9M 0.02%
130,292
-108,589
640
$68.9M 0.02%
1,710,037
-608,964
641
$68.7M 0.02%
1,892,112
-106,776
642
$68.6M 0.02%
1,131,803
+563,182
643
$68.5M 0.02%
958,278
+202,054
644
$68.5M 0.02%
865,928
-344,586
645
$68.5M 0.02%
1,335,945
+405,220
646
$68.3M 0.02%
2,128,095
-175,353
647
$68M 0.02%
1,486,208
+654,578
648
$67.8M 0.02%
1,493,411
+556,634
649
$67.6M 0.02%
781,395
-391,641
650
$67.6M 0.02%
484,649
+29,711
24 25
26
27 28