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
751
$52.9M 0.02%
1,504,502
+66,155
752
$52.8M 0.02%
4,041,296
+166,608
753
$52.6M 0.02%
857,058
+219,931
754
$52.6M 0.02%
3,985,270
+106,359
755
$52.6M 0.02%
873,709
-31,448
756
$52.5M 0.02%
920,368
+23,994
757
$52.5M 0.02%
275,158
-398,220
758
$52.1M 0.02%
675,307
+74,900
759
$52.1M 0.02%
2,511,615
+740,275
760
$52.1M 0.02%
346,204
+110,078
761
$52.1M 0.02%
1,793,535
-268,938
762
$51.9M 0.02%
4,196,116
-477,290
763
$51.7M 0.02%
1,067,265
-138,624
764
$51.6M 0.02%
1,260,700
+298,429
765
$51.6M 0.02%
914,393
+166,498
766
$51.3M 0.02%
1,020,086
-242,697
767
$51.2M 0.02%
5,063,096
-259,300
768
$51.2M 0.02%
2,345,076
+202,147
769
$50.9M 0.02%
903,633
+300,783
770
$50.6M 0.02%
4,141,277
+265,818
771
$50.6M 0.02%
2,193,725
+35,623
772
$50.5M 0.02%
542,108
-364,631
773
$50.5M 0.02%
644,451
+545,368
774
$50.5M 0.02%
4,011,638
+215,921
775
$50.5M 0.02%
1,752,462
+259,575
29 30
31
32 33