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
1501
$17.3M 0.01%
1,024,048
+113,223
1502
$17.3M 0.01%
1,605,563
+21,067
1503
$17.3M 0.01%
162,148
-10,731
1504
$17.2M 0.01%
1,106,777
-60,034
1505
$17.1M 0.01%
860,510
+293,839
1506
$17.1M 0.01%
3,021,370
-10,369
1507
$17.1M 0.01%
1,662,571
+289,439
1508
$17.1M 0.01%
449,946
-444,937
1509
$17.1M 0.01%
661,064
-68,708
1510
$17.1M 0.01%
+835,458
1511
$17.1M 0.01%
445,986
+37,563
1512
$17.1M 0.01%
947,334
-266,631
1513
$17.1M 0.01%
713,289
+157,493
1514
$17M 0.01%
709,393
+67,131
1515
$17M 0.01%
512,488
-299,532
1516
$17M 0.01%
663,427
+624,653
1517
$17M 0.01%
271,538
-77,748
1518
$17M 0.01%
675,440
+185,216
1519
$16.9M 0.01%
316,272
-36,951
1520
$16.9M 0.01%
961,076
+680,936
1521
$16.8M 0.01%
2,119,520
-2,514,890
1522
$16.8M 0.01%
348,501
+121,145
1523
$16.8M 0.01%
1,122,893
-284,685
1524
$16.8M 0.01%
701,716
-491,460
1525
$16.8M 0.01%
+418,036
59 60
61
62 63