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
951
$37.8M 0.01%
455,115
+58,601
952
$37.7M 0.01%
1,387,332
-81,977
953
$37.6M 0.01%
3,352,040
-9,202
954
$37.6M 0.01%
626,899
+22,506
955
$37.4M 0.01%
2,029,704
-1,013,358
956
$37.4M 0.01%
335,780
-55,736
957
$37.3M 0.01%
1,305,859
-572,985
958
$37.3M 0.01%
343,778
-75,885
959
$37.3M 0.01%
423,593
-434,903
960
$37.1M 0.01%
721,768
+131,356
961
$37.1M 0.01%
1,213,167
-871,447
962
$37M 0.01%
1,342,416
-1,985,986
963
$37M 0.01%
+1,229,745
964
$36.9M 0.01%
1,959,360
+204,564
965
$36.9M 0.01%
22,444
-2,161
966
$36.8M 0.01%
457,305
+150,052
967
$36.8M 0.01%
1,116,884
+8,373
968
$36.7M 0.01%
1,514,404
+324,081
969
$36.7M 0.01%
876,275
+700,708
970
$36.6M 0.01%
737,376
-331,480
971
$36.5M 0.01%
733,301
-108,826
972
$36.5M 0.01%
930,802
-80,963
973
$36.5M 0.01%
932,277
-491,651
974
$36.5M 0.01%
464,389
-1,030,735
975
$36.4M 0.01%
680,267
+149,694
37 38
39
40 41