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
1651
$14.3M 0.01%
798,542
-64,216
1652
$14.3M 0.01%
1,134,747
+84,865
1653
$14.3M 0.01%
1,100,631
+236,863
1654
$14.3M 0.01%
1,544,985
+1,213,445
1655
$14.3M 0.01%
238,859
-356,321
1656
$14.2M 0.01%
197,499
-27,009
1657
$14.2M 0.01%
285,534
-267,172
1658
$14.2M 0.01%
880,478
+858,901
1659
$14.2M 0.01%
806,868
+249,586
1660
$14.2M 0.01%
1,189,407
+393,128
1661
$14.2M 0.01%
611,209
+400,149
1662
$14.1M 0.01%
196,206
-14,642
1663
$14.1M 0.01%
528,781
-217,616
1664
$14.1M 0.01%
964,676
-722,090
1665
$14.1M 0.01%
394,260
-850
1666
$14.1M 0.01%
148,518
-151,928
1667
$14.1M 0.01%
439,093
-81,702
1668
$14.1M 0.01%
290,995
+44,899
1669
$14.1M 0.01%
991,529
+143,426
1670
$14M 0.01%
668,157
-185,596
1671
$14M 0.01%
239,653
-74,455
1672
$14M 0.01%
1,276,007
-206,419
1673
$14M 0.01%
288,574
-50,900
1674
$14M 0.01%
1,208,645
-44,651
1675
$14M 0.01%
236,465
-118,315