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
1101
$30.6M 0.01%
940,911
+171,468
1102
$30.6M 0.01%
572,505
+50,371
1103
$30.6M 0.01%
101,080
-215,627
1104
$30.5M 0.01%
1,167,595
+42,037
1105
$30.5M 0.01%
1,768,208
+1,175,028
1106
$30.5M 0.01%
1,062,911
+41,212
1107
$30.2M 0.01%
660,298
+133,764
1108
$30.1M 0.01%
341,157
+18,615
1109
$30.1M 0.01%
1,043,523
+53,893
1110
$30M 0.01%
325,589
-137,608
1111
$29.8M 0.01%
503,942
+57,843
1112
$29.8M 0.01%
1,565,150
+31,100
1113
$29.7M 0.01%
2,314,511
+198,534
1114
$29.7M 0.01%
3,403,844
+11,405
1115
$29.6M 0.01%
470,212
+79,250
1116
$29.6M 0.01%
1,200,092
-382,132
1117
$29.6M 0.01%
2,513,554
-1,439,905
1118
$29.6M 0.01%
1,375,386
-84,102
1119
$29.5M 0.01%
329,730
+104,139
1120
$29.4M 0.01%
497,477
-150,312
1121
$29.4M 0.01%
1,152,712
+65,116
1122
$29.3M 0.01%
779,570
+145,546
1123
$29.3M 0.01%
724,481
+429,699
1124
$29.2M 0.01%
655,945
+35,893
1125
$29.2M 0.01%
719,750
+283,426
43 44
45
46 47