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
1451
$18.3M 0.01%
1,256,110
-109,312
1452
$18.3M 0.01%
175,342
-56,100
1453
$18.3M 0.01%
253,091
+190,231
1454
$18.3M 0.01%
278,720
-80,784
1455
$18.3M 0.01%
720,903
+697,867
1456
$18.3M 0.01%
202,484
-108,444
1457
$18.3M 0.01%
537,424
+377,695
1458
$18.3M 0.01%
510,560
+146,800
1459
$18.2M 0.01%
1,344,284
+611,328
1460
$18.2M 0.01%
146,802
-9,541
1461
$18.2M 0.01%
582,224
-513,998
1462
$18.2M 0.01%
573,742
-262,537
1463
$18.1M 0.01%
671,466
+555,777
1464
$18.1M 0.01%
2,553,405
-222,768
1465
$18.1M 0.01%
738,391
-401,524
1466
$18.1M 0.01%
53,387
+19,871
1467
$18.1M 0.01%
1,067,600
+64,912
1468
$18.1M 0.01%
1,012,912
+34,253
1469
$18.1M 0.01%
1,331,229
-555,130
1470
$18.1M 0.01%
389,696
+91,017
1471
$18M 0.01%
981,216
-50,811
1472
$18M 0.01%
1,460,143
-19,269
1473
$18M 0.01%
2,148,534
-652,074
1474
$17.9M 0.01%
1,071,204
+133,082
1475
$17.8M 0.01%
2,157,695
-70,708
57 58
59
60 61