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
1326
$21.6M 0.01%
2,818,879
-415,821
1327
$21.6M 0.01%
520,406
+15,718
1328
$21.6M 0.01%
1,268,642
+72,322
1329
$21.5M 0.01%
359,959
+226,591
1330
$21.5M 0.01%
967,744
+186,108
1331
$21.5M 0.01%
1,124,920
-42,839
1332
$21.4M 0.01%
781,856
+27,655
1333
$21.4M 0.01%
227,417
+7,658
1334
$21.3M 0.01%
817,114
-561,517
1335
$21.3M 0.01%
919,285
+47,419
1336
$21.3M 0.01%
323,056
-118,388
1337
$21.3M 0.01%
945,359
-106,801
1338
$21.3M 0.01%
991,401
+991,011
1339
$21.2M 0.01%
820,029
+38,293
1340
$21.2M 0.01%
757,413
+238,551
1341
$21.2M 0.01%
740,235
+360,233
1342
$21.1M 0.01%
576,417
+304,928
1343
$21.1M 0.01%
1,019,481
+686,086
1344
$21M 0.01%
630,919
-152,977
1345
$21M 0.01%
832,469
-206,315
1346
$21M 0.01%
4,232,100
+4,210,419
1347
$20.9M 0.01%
187,870
+69,519
1348
$20.9M 0.01%
1,445,715
-1,924,542
1349
$20.9M 0.01%
1,941,453
+383,619
1350
$20.9M 0.01%
656,316
-48,023
52 53
54
55 56