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
1001
$35.4M 0.01%
1,919,754
+194,734
1002
$35.3M 0.01%
941,224
-418,099
1003
$35.3M 0.01%
2,440,150
+710,510
1004
$35.3M 0.01%
824,138
+26,982
1005
$35.2M 0.01%
516,095
-420,473
1006
$35.1M 0.01%
687,708
-241,373
1007
$35.1M 0.01%
2,416,717
+255,243
1008
$35.1M 0.01%
838,359
-495,057
1009
$35M 0.01%
1,118,461
+39,358
1010
$34.9M 0.01%
769,518
-214,385
1011
$34.9M 0.01%
816,279
+256,788
1012
$34.9M 0.01%
676,107
+282,894
1013
$34.8M 0.01%
1,097,572
+1,066,814
1014
$34.8M 0.01%
887,278
-633,111
1015
$34.7M 0.01%
877,035
+416,345
1016
$34.7M 0.01%
742,337
+60,416
1017
$34.6M 0.01%
2,314,688
-130,933
1018
$34.6M 0.01%
1,184,912
+591,892
1019
$34.6M 0.01%
727,851
+25,660
1020
$34.5M 0.01%
1,456,923
-132,477
1021
$34.5M 0.01%
3,595,744
-1,185,867
1022
$34.5M 0.01%
529,732
-179,499
1023
$34.4M 0.01%
623,254
+93,888
1024
$34.4M 0.01%
618,489
+39,015
1025
$34.4M 0.01%
537,695
+12,542
39 40
41
42 43