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
901
$40.7M 0.01%
329,377
+7,701
902
$40.6M 0.01%
2,613,768
+5,064
903
$40.5M 0.01%
2,343,737
+80,243
904
$40.5M 0.01%
1,561,789
-164,141
905
$40.4M 0.01%
263,680
+80,672
906
$40.3M 0.01%
1,391,601
+135,810
907
$40.2M 0.01%
2,575,158
+134,982
908
$40.1M 0.01%
1,496,452
+18,714
909
$40.1M 0.01%
953,345
-182,841
910
$40M 0.01%
3,922,184
-98,716
911
$39.9M 0.01%
1,153,449
+514,038
912
$39.9M 0.01%
2,231,083
-1,215,478
913
$39.8M 0.01%
308,375
+73,565
914
$39.6M 0.01%
2,955,299
+2,870,800
915
$39.5M 0.01%
13,358,821
-17,998,946
916
$39.5M 0.01%
2,789,186
-360,719
917
$39.4M 0.01%
215,292
-10,689
918
$39.3M 0.01%
2,193,190
-283,540
919
$39.3M 0.01%
1,487,478
+108,960
920
$39.3M 0.01%
1,370,624
+450,077
921
$39.3M 0.01%
369,101
-418,235
922
$39.2M 0.01%
1,063,032
+133,247
923
$39.1M 0.01%
1,003,506
+80,373
924
$39.1M 0.01%
1,348,775
-138,302
925
$39.1M 0.01%
1,255,798
+918,177
35 36
37
38 39