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
1726
$13.2M ﹤0.01%
2,224,313
+981,450
1727
$13.1M ﹤0.01%
388,304
-144,923
1728
$13.1M ﹤0.01%
1,510,451
+171,777
1729
$13M ﹤0.01%
271,707
-413,938
1730
$13M ﹤0.01%
571,049
+17,663
1731
$13M ﹤0.01%
918,339
+752,682
1732
$13M ﹤0.01%
330,210
+57,461
1733
$13M ﹤0.01%
417,728
-641,716
1734
$12.9M ﹤0.01%
1,004,504
+195,186
1735
$12.9M ﹤0.01%
261,894
+39,240
1736
$12.9M ﹤0.01%
1,318,791
+451,032
1737
$12.9M ﹤0.01%
1,791,953
+259,619
1738
$12.9M ﹤0.01%
1,305,356
+438,443
1739
$12.8M ﹤0.01%
+267,712
1740
$12.8M ﹤0.01%
774,970
-144,137
1741
$12.8M ﹤0.01%
346,041
+141,276
1742
$12.8M ﹤0.01%
450,622
+161,044
1743
$12.8M ﹤0.01%
344,574
-313,392
1744
$12.8M ﹤0.01%
714,035
+656,285
1745
$12.8M ﹤0.01%
743,468
-258,472
1746
$12.7M ﹤0.01%
274,146
-49,278
1747
$12.7M ﹤0.01%
523,305
+12,084
1748
$12.7M ﹤0.01%
1,148,345
+685,913
1749
$12.6M ﹤0.01%
53,624
+121
1750
$12.6M ﹤0.01%
461,571
+73,077
68 69
70
71 72