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
1251
$23.9M 0.01%
676,117
-625,829
1252
$23.9M 0.01%
1,487,281
+299,116
1253
$23.9M 0.01%
255,405
-19,441
1254
$23.8M 0.01%
651,344
+295,077
1255
$23.8M 0.01%
197,491
+133,666
1256
$23.8M 0.01%
2,423,970
+466,822
1257
$23.8M 0.01%
1,338,043
+50,821
1258
$23.8M 0.01%
616,453
+482,308
1259
$23.8M 0.01%
347,012
+81,156
1260
$23.7M 0.01%
651,578
-405,525
1261
$23.7M 0.01%
2,244,962
-1,801,472
1262
$23.7M 0.01%
648,410
+337,738
1263
$23.6M 0.01%
293,248
+55,393
1264
$23.5M 0.01%
3,353,604
+641,676
1265
$23.5M 0.01%
3,364,077
+159,198
1266
$23.5M 0.01%
305,883
-318,909
1267
$23.4M 0.01%
433,529
-4,235
1268
$23.4M 0.01%
915,269
+69,169
1269
$23.4M 0.01%
1,407,969
+413,505
1270
$23.3M 0.01%
455,058
+53,346
1271
$23.3M 0.01%
814,126
+482,211
1272
$23.3M 0.01%
1,097,218
+455,161
1273
$23.3M 0.01%
1,585,122
+284,101
1274
$23.3M 0.01%
1,100,561
+708,308
1275
$23.2M 0.01%
1,141,435
+145,009
49 50
51
52 53