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
1601
$15.2M 0.01%
359,130
+26,331
1602
$15.2M 0.01%
423,685
+357,513
1603
$15.2M 0.01%
164,558
+8,076
1604
$15.2M 0.01%
523,185
+357,042
1605
$15.1M 0.01%
267,073
+155,212
1606
$15.1M 0.01%
956,393
+453,479
1607
$15.1M 0.01%
496,211
+204,023
1608
$15.1M 0.01%
1,126,046
+62,549
1609
$15.1M 0.01%
305,123
+88,356
1610
$15.1M 0.01%
324,658
-66,529
1611
$15M 0.01%
943,901
-41,079
1612
$15M 0.01%
366,921
-45,597
1613
$15M 0.01%
588,949
+110,441
1614
$15M 0.01%
1,122,043
+40,850
1615
$15M 0.01%
16,615
-3,797
1616
$15M 0.01%
1,579,100
-2,765,651
1617
$14.9M 0.01%
715,190
-5,756
1618
$14.9M 0.01%
548,650
+37,111
1619
$14.9M 0.01%
276,937
-7,963
1620
$14.9M 0.01%
1,729,715
+749,459
1621
$14.9M 0.01%
448,314
+127,110
1622
$14.9M 0.01%
2,160,936
+27,550
1623
$14.8M 0.01%
688,018
-244,598
1624
$14.8M 0.01%
328,332
+204,082
1625
$14.7M 0.01%
573,809
+141,688
63 64
65
66 67