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
1026
$34.3M 0.01%
2,541,802
-781,767
1027
$34.2M 0.01%
991,455
+324,468
1028
$34.1M 0.01%
852,467
+6,786
1029
$34M 0.01%
733,575
-9,913
1030
$34M 0.01%
4,162,914
-1,058,404
1031
$33.9M 0.01%
248,433
+73,879
1032
$33.9M 0.01%
1,847,322
-169,820
1033
$33.9M 0.01%
1,804,195
-161,355
1034
$33.9M 0.01%
1,060,244
+157,952
1035
$33.8M 0.01%
1,047,163
-29,904
1036
$33.8M 0.01%
3,242,451
-508,359
1037
$33.8M 0.01%
3,454,593
+1,556,770
1038
$33.8M 0.01%
388,682
-390,703
1039
$33.7M 0.01%
400,356
-95,706
1040
$33.7M 0.01%
593,993
+271,807
1041
$33.7M 0.01%
1,156,480
+225,384
1042
$33.7M 0.01%
316,948
-5,659
1043
$33.7M 0.01%
481,009
+287,650
1044
$33.4M 0.01%
744,747
-188,215
1045
$33.4M 0.01%
812,677
+405,442
1046
$33.3M 0.01%
299,356
-26,572
1047
$33.3M 0.01%
1,914,257
-112,241
1048
$33.3M 0.01%
553,396
+304,998
1049
$33.3M 0.01%
2,345,312
-15,595
1050
$33.2M 0.01%
2,569,088
-193,404
40 41
42
43 44