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
826
$46.4M 0.02%
4,197,920
-1,065,857
827
$46.4M 0.02%
935,856
-31,202
828
$46.4M 0.02%
830,074
-85,638
829
$46.2M 0.02%
2,406,115
+1,275,598
830
$46.1M 0.02%
2,582,396
-112,865
831
$45.8M 0.02%
6,693,454
+6,688,045
832
$45.7M 0.02%
1,433,596
-196,503
833
$45.7M 0.02%
1,708,034
-581,010
834
$45.7M 0.02%
2,614,546
+140,389
835
$45.5M 0.02%
1,649,487
+427,409
836
$45.4M 0.02%
2,634,318
-179,250
837
$45.4M 0.02%
1,031,746
-118,776
838
$45.4M 0.02%
3,731,871
-457,186
839
$45.3M 0.02%
594,387
+42,655
840
$45.3M 0.02%
1,041,952
-320,905
841
$45.2M 0.02%
1,149,031
-967,519
842
$45.2M 0.02%
2,930,891
-284,455
843
$45.1M 0.02%
896,711
+660,145
844
$45M 0.02%
1,743,572
-30,370
845
$45M 0.02%
2,380,374
+1,107,720
846
$44.8M 0.02%
2,402,030
+196,896
847
$44.6M 0.02%
3,333,399
+1,759,896
848
$44.5M 0.02%
1,376,812
+677,982
849
$44.5M 0.02%
1,090,288
-4,665
850
$44.5M 0.02%
7,137,090
+1,014,025
32 33
34
35 36