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
1351
$20.9M 0.01%
396,518
+356,016
1352
$20.8M 0.01%
1,285,982
-2,464
1353
$20.8M 0.01%
181,464
+138,047
1354
$20.8M 0.01%
696,043
+10,309
1355
$20.8M 0.01%
670,701
+489,933
1356
$20.7M 0.01%
754,496
+115,576
1357
$20.7M 0.01%
471,738
+188,956
1358
$20.7M 0.01%
109,274
-111,458
1359
$20.7M 0.01%
212,946
+15,560
1360
$20.6M 0.01%
306,146
+407
1361
$20.6M 0.01%
537,722
+5,789
1362
$20.6M 0.01%
1,182,256
-54,154
1363
$20.6M 0.01%
456,939
+142,625
1364
$20.5M 0.01%
17,872
+16,467
1365
$20.5M 0.01%
+1,738,621
1366
$20.5M 0.01%
628,515
-1,680,802
1367
$20.4M 0.01%
295,294
-129,296
1368
$20.4M 0.01%
883,801
-36,335
1369
$20.3M 0.01%
286,732
-10,798
1370
$20.3M 0.01%
228,596
-54,974
1371
$20.2M 0.01%
4,258,512
+1,222,480
1372
$20.1M 0.01%
1,093,318
-1,238,812
1373
$20.1M 0.01%
444,661
+127,841
1374
$20M 0.01%
278,637
+46,730
1375
$20M 0.01%
1,127,168
+94,045
53 54
55
56 57