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
1201
$26M 0.01%
1,515,952
-778,847
1202
$25.9M 0.01%
128,023
-2,696
1203
$25.9M 0.01%
+1,468,024
1204
$25.8M 0.01%
596,770
+308,375
1205
$25.8M 0.01%
317,082
+174,549
1206
$25.8M 0.01%
1,099,885
-55,646
1207
$25.8M 0.01%
997,896
+696,419
1208
$25.7M 0.01%
1,070,134
+820,350
1209
$25.7M 0.01%
512,462
-85,675
1210
$25.7M 0.01%
1,355,980
+1,258,335
1211
$25.6M 0.01%
7,066,966
+5,255,020
1212
$25.5M 0.01%
912,974
-32,467
1213
$25.5M 0.01%
190,245
+4,273
1214
$25.5M 0.01%
840,555
+286,967
1215
$25.5M 0.01%
753,775
+267,868
1216
$25.4M 0.01%
1,357,583
-71,142
1217
$25.4M 0.01%
302,970
+16,488
1218
$25.4M 0.01%
1,801,819
+15,348
1219
$25.4M 0.01%
906,597
-1,436,666
1220
$25.4M 0.01%
130,308
+15,708
1221
$25.3M 0.01%
3,565,205
-575,620
1222
$25.3M 0.01%
421,202
+328,916
1223
$25.3M 0.01%
636,544
-254,008
1224
$25.2M 0.01%
2,032,861
+182,197
1225
$25.2M 0.01%
1,746,040
-39,338
47 48
49
50 51