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
1276
$23.2M 0.01%
5,411,756
+1,108,713
1277
$23.2M 0.01%
1,424,805
-565,866
1278
$23.1M 0.01%
1,802,288
+83,125
1279
$23.1M 0.01%
4,948,353
-272,071
1280
$23.1M 0.01%
855,636
+586,722
1281
$23M 0.01%
21,218
+9,293
1282
$23M 0.01%
632,436
+19,391
1283
$22.9M 0.01%
638,588
-281,568
1284
$22.9M 0.01%
2,238,701
+1,681,369
1285
$22.8M 0.01%
640,837
-210,528
1286
$22.8M 0.01%
616,997
+52,243
1287
$22.8M 0.01%
505,179
+435,026
1288
$22.8M 0.01%
1,455,247
+64,062
1289
$22.8M 0.01%
516,751
+125,099
1290
$22.7M 0.01%
139,735
-34,580
1291
$22.7M 0.01%
1,661,770
+41,884
1292
$22.7M 0.01%
347,002
-86,578
1293
$22.7M 0.01%
1,050,518
-21,323
1294
$22.6M 0.01%
621,712
+29,666
1295
$22.6M 0.01%
674,252
+18,373
1296
$22.6M 0.01%
389,817
-17,672
1297
$22.6M 0.01%
1,829,392
-812,977
1298
$22.6M 0.01%
+1,407,776
1299
$22.5M 0.01%
804,392
+93,909
1300
$22.5M 0.01%
212,452
+157,753
50 51
52
53 54