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
1626
$14.7M 0.01%
657,733
-118,212
1627
$14.7M 0.01%
568,615
+213,529
1628
$14.7M 0.01%
904,470
+54,324
1629
$14.7M 0.01%
205,151
+172,390
1630
$14.7M 0.01%
42,458
-45,660
1631
$14.7M 0.01%
585,908
-53,276
1632
$14.6M 0.01%
1,704,054
+387,096
1633
$14.6M 0.01%
230,950
-7,657
1634
$14.6M 0.01%
1,187,887
+566,784
1635
$14.6M 0.01%
450,731
-7,076
1636
$14.6M 0.01%
493,454
+337,405
1637
$14.5M 0.01%
1,472,248
+1,286,450
1638
$14.5M 0.01%
664,265
-198,680
1639
$14.5M 0.01%
1,426,627
+109,957
1640
$14.5M 0.01%
1,055,404
+46,115
1641
$14.5M 0.01%
422,338
-110,466
1642
$14.5M 0.01%
482,083
-1,077,090
1643
$14.5M 0.01%
389,245
+173,620
1644
$14.5M 0.01%
1,867,389
+643,414
1645
$14.4M 0.01%
255,376
+79,787
1646
$14.4M 0.01%
1,038,310
-577,088
1647
$14.4M 0.01%
345,536
+167,118
1648
$14.4M 0.01%
4,210,157
+1,955,593
1649
$14.4M 0.01%
1,015,343
-17,333
1650
$14.4M 0.01%
1,248,553
-188,755
64 65
66
67 68