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
1676
$14M 0.01%
346,090
+87,029
1677
$13.9M 0.01%
326,644
-3,263,454
1678
$13.9M 0.01%
123,033
+38,211
1679
$13.9M 0.01%
270,497
+141,853
1680
$13.9M 0.01%
490,573
-449,724
1681
$13.9M 0.01%
456,505
-15,786
1682
$13.9M 0.01%
807,732
-346,803
1683
$13.9M 0.01%
1,051,022
-2,326,335
1684
$13.9M 0.01%
3,178,188
-2,190,828
1685
$13.8M 0.01%
182,105
+97,682
1686
$13.8M 0.01%
872,431
+180,725
1687
$13.8M 0.01%
374,937
-420,824
1688
$13.8M 0.01%
393,805
+157,455
1689
$13.8M 0.01%
590,719
+484,418
1690
$13.8M 0.01%
171,321
+1,910
1691
$13.7M 0.01%
1,063,857
-63,670
1692
$13.7M 0.01%
543,318
-393,774
1693
$13.7M 0.01%
1,786,349
+652,126
1694
$13.7M 0.01%
214,282
-51,948
1695
$13.7M ﹤0.01%
666,472
-17,296
1696
$13.6M ﹤0.01%
473,011
-101,996
1697
$13.6M ﹤0.01%
256,531
+124,304
1698
$13.6M ﹤0.01%
659,255
-145,826
1699
$13.6M ﹤0.01%
747,585
-121,236
1700
$13.6M ﹤0.01%
1,324,986
+804,553
66 67
68
69 70