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
1126
$29.1M 0.01%
584,991
-57,917
1127
$29.1M 0.01%
405,191
-346,602
1128
$29M 0.01%
2,889,262
+36,717
1129
$29M 0.01%
1,380,648
+493,352
1130
$29M 0.01%
+966,427
1131
$29M 0.01%
766,245
+140,302
1132
$29M 0.01%
506,373
+129,148
1133
$28.9M 0.01%
438,182
+77,447
1134
$28.8M 0.01%
1,977,830
-211,133
1135
$28.8M 0.01%
435,378
+209,955
1136
$28.7M 0.01%
997,324
-577,893
1137
$28.7M 0.01%
609,080
+332,715
1138
$28.7M 0.01%
685,338
+116,653
1139
$28.6M 0.01%
689,465
+147,102
1140
$28.6M 0.01%
940,734
+591,906
1141
$28.5M 0.01%
641,956
-338,617
1142
$28.5M 0.01%
2,262,393
+1,606,389
1143
$28.5M 0.01%
408,919
+363,075
1144
$28.5M 0.01%
1,527,315
+375,921
1145
$28.4M 0.01%
985,418
+701,844
1146
$28.4M 0.01%
734,056
-613,721
1147
$28.4M 0.01%
305,487
+187,648
1148
$28.4M 0.01%
3,713,167
-287,870
1149
$28.4M 0.01%
662,090
-1,095,614
1150
$28.4M 0.01%
602,991
-186,288
44 45
46
47 48