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
1426
$19M 0.01%
612,139
-140,202
1427
$19M 0.01%
661,262
+162,938
1428
$19M 0.01%
516,133
+10,006
1429
$19M 0.01%
814,593
+514,336
1430
$19M 0.01%
149,280
+46,304
1431
$18.9M 0.01%
1,192,062
+332,865
1432
$18.9M 0.01%
18,439
+649
1433
$18.9M 0.01%
390,944
-93,831
1434
$18.9M 0.01%
416,810
+231,498
1435
$18.8M 0.01%
3,006,597
+1,254,702
1436
$18.8M 0.01%
460,801
+184,058
1437
$18.8M 0.01%
901,597
+3,799
1438
$18.8M 0.01%
251,563
+157,113
1439
$18.7M 0.01%
810,666
+353,343
1440
$18.6M 0.01%
685,118
-529
1441
$18.6M 0.01%
1,815,510
+85,768
1442
$18.6M 0.01%
959,544
-12,269
1443
$18.6M 0.01%
1,525,817
-135,451
1444
$18.6M 0.01%
1,875,179
+404,460
1445
$18.6M 0.01%
555,015
-901,820
1446
$18.5M 0.01%
513,757
+110,405
1447
$18.5M 0.01%
719,130
-187,244
1448
$18.5M 0.01%
853,749
-6,486
1449
$18.4M 0.01%
5,407,529
+1,629,349
1450
$18.3M 0.01%
519,098
+229,251
56 57
58
59 60