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
1751
$12.5M ﹤0.01%
352,166
+11,054
1752
$12.5M ﹤0.01%
531,375
-206,327
1753
$12.5M ﹤0.01%
515,969
+58,907
1754
$12.5M ﹤0.01%
232,681
-187,906
1755
$12.4M ﹤0.01%
885,347
-2,531,493
1756
$12.4M ﹤0.01%
834,248
+489,176
1757
$12.4M ﹤0.01%
1,331,310
+510,176
1758
$12.4M ﹤0.01%
1,078,294
-431,474
1759
$12.4M ﹤0.01%
340,028
+7,676
1760
$12.4M ﹤0.01%
119,108
+37,798
1761
$12.4M ﹤0.01%
284,012
+78,635
1762
$12.3M ﹤0.01%
139,263
+9,455
1763
$12.3M ﹤0.01%
457,690
+62,003
1764
$12.3M ﹤0.01%
234,102
+36,174
1765
$12.3M ﹤0.01%
872,107
+832,626
1766
$12.3M ﹤0.01%
346,582
+23,138
1767
$12.2M ﹤0.01%
121,620
+25,733
1768
$12.2M ﹤0.01%
340,292
-71,441
1769
$12.2M ﹤0.01%
97,405
-91,715
1770
$12.2M ﹤0.01%
240,028
-11,725
1771
$12.1M ﹤0.01%
215,688
-390,068
1772
$12.1M ﹤0.01%
1,389,575
+365,931
1773
$12.1M ﹤0.01%
234,948
+15,853
1774
$12.1M ﹤0.01%
388,131
+92,260
1775
$12.1M ﹤0.01%
741,396
-263,641
69 70
71
72 73