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
1476
$17.8M 0.01%
322,881
+136,549
1477
$17.8M 0.01%
1,191,369
-101,082
1478
$17.8M 0.01%
1,406,335
-11,653
1479
$17.8M 0.01%
563,723
-64,707
1480
$17.8M 0.01%
303,844
+37,910
1481
$17.8M 0.01%
367,218
-70,039
1482
$17.7M 0.01%
749,966
-84,073
1483
$17.7M 0.01%
248,968
-297,610
1484
$17.7M 0.01%
531,336
+4,326
1485
$17.7M 0.01%
320,957
+155,670
1486
$17.6M 0.01%
956,204
-71,826
1487
$17.6M 0.01%
706,140
+8,995
1488
$17.6M 0.01%
784,680
-573,324
1489
$17.6M 0.01%
1,283,722
-619,510
1490
$17.6M 0.01%
711,454
-1,502,962
1491
$17.6M 0.01%
980,636
+117,688
1492
$17.5M 0.01%
3,041,570
+228,491
1493
$17.5M 0.01%
626,775
-376,537
1494
$17.5M 0.01%
448,560
+151,800
1495
$17.4M 0.01%
365,409
-206,535
1496
$17.4M 0.01%
587,367
+245,360
1497
$17.4M 0.01%
1,875,642
-190,880
1498
$17.4M 0.01%
1,314,852
+897,105
1499
$17.4M 0.01%
344,040
+113,526
1500
$17.4M 0.01%
311,901
+14,627
58 59
60
61 62