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
1151
$28.3M 0.01%
7,016,956
-539,445
1152
$28.3M 0.01%
470,110
+245,148
1153
$28.1M 0.01%
1,104,555
+197,647
1154
$28M 0.01%
1,371,582
+634,458
1155
$28M 0.01%
327,152
+145,669
1156
$28M 0.01%
2,018,536
+441,920
1157
$27.9M 0.01%
346,591
+74,176
1158
$27.9M 0.01%
735,030
+124,080
1159
$27.9M 0.01%
2,070,937
-734,555
1160
$27.9M 0.01%
653,762
+48,359
1161
$27.8M 0.01%
827,450
-223,453
1162
$27.8M 0.01%
931,766
+203,315
1163
$27.7M 0.01%
928,205
+20,457
1164
$27.6M 0.01%
1,135,340
+310,878
1165
$27.5M 0.01%
1,281,395
-526,173
1166
$27.5M 0.01%
425,980
+211,537
1167
$27.4M 0.01%
2,304,813
+670,754
1168
$27.4M 0.01%
20,698
+5,697
1169
$27.4M 0.01%
3,269,952
-985,749
1170
$27.4M 0.01%
1,175,806
-143,986
1171
$27.4M 0.01%
487,239
-117,149
1172
$27.4M 0.01%
1,034,445
-164,676
1173
$27.3M 0.01%
940,037
+500,230
1174
$27.2M 0.01%
269,024
+63,283
1175
$27.2M 0.01%
1,371,685
+759,894
45 46
47
48 49