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
1701
$13.5M ﹤0.01%
343,923
+218,859
1702
$13.5M ﹤0.01%
111,670
+6,897
1703
$13.5M ﹤0.01%
300,822
+224,306
1704
$13.5M ﹤0.01%
3,164,822
-61,902
1705
$13.5M ﹤0.01%
3,315,335
+283,227
1706
$13.5M ﹤0.01%
113,023
-182,130
1707
$13.5M ﹤0.01%
255,325
+9,548
1708
$13.5M ﹤0.01%
265,104
+100,696
1709
$13.5M ﹤0.01%
2,650,803
-135,945
1710
$13.5M ﹤0.01%
222,610
-76,961
1711
$13.5M ﹤0.01%
68,827
+39,572
1712
$13.5M ﹤0.01%
315,577
+236,812
1713
$13.4M ﹤0.01%
10,788
+524
1714
$13.4M ﹤0.01%
311,108
+47,956
1715
$13.4M ﹤0.01%
556,135
+108,985
1716
$13.4M ﹤0.01%
1,436,808
-136,092
1717
$13.4M ﹤0.01%
1,167,474
+117,313
1718
$13.4M ﹤0.01%
651,545
+85,371
1719
$13.3M ﹤0.01%
486,428
+221,147
1720
$13.3M ﹤0.01%
159,828
+140,434
1721
$13.3M ﹤0.01%
510,976
+194,074
1722
$13.2M ﹤0.01%
947,968
-153,038
1723
$13.2M ﹤0.01%
346,063
-60,999
1724
$13.2M ﹤0.01%
308,789
+41,516
1725
$13.2M ﹤0.01%
235,896
+155,361
67 68
69
70 71