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
1051
$33.2M 0.01%
703,370
+128,996
1052
$33.2M 0.01%
2,665,732
-59,512
1053
$33.1M 0.01%
1,011,313
-20,217
1054
$33M 0.01%
864,109
+310,955
1055
$33M 0.01%
728,676
-47,325
1056
$32.9M 0.01%
1,238,389
-136,549
1057
$32.8M 0.01%
409,800
+57,203
1058
$32.7M 0.01%
4,643,010
-356,518
1059
$32.7M 0.01%
3,588,430
+88,651
1060
$32.6M 0.01%
715,862
+364,673
1061
$32.6M 0.01%
1,073,597
+166,497
1062
$32.6M 0.01%
1,079,189
-545,833
1063
$32.4M 0.01%
2,002,214
+1,098,064
1064
$32.4M 0.01%
1,281,039
-242,934
1065
$32.4M 0.01%
362,113
-31,627
1066
$32.3M 0.01%
998,750
+131,176
1067
$32.2M 0.01%
4,032,639
-843,097
1068
$32.1M 0.01%
341,274
-163,695
1069
$32M 0.01%
1,652,538
+602,211
1070
$32M 0.01%
543,528
+516,373
1071
$32M 0.01%
686,264
+319,658
1072
$32M 0.01%
333,915
+187,592
1073
$32M 0.01%
1,043,819
+32,937
1074
$32M 0.01%
474,582
+284,765
1075
$31.9M 0.01%
955,215
-74,225
41 42
43
44 45