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
1776
$12.1M ﹤0.01%
1,408,209
+25,690
1777
$12.1M ﹤0.01%
889,205
-43,478
1778
$12M ﹤0.01%
585,266
-141,542
1779
$12M ﹤0.01%
891,449
+45,827
1780
$12M ﹤0.01%
390,511
-64,696
1781
$12M ﹤0.01%
773,355
+159,220
1782
$12M ﹤0.01%
327,749
-215,805
1783
$11.9M ﹤0.01%
860,922
+6,298
1784
$11.9M ﹤0.01%
808,588
+41,296
1785
$11.9M ﹤0.01%
1,506,877
-266,690
1786
$11.9M ﹤0.01%
548,234
+185,829
1787
$11.9M ﹤0.01%
878,997
+377,083
1788
$11.9M ﹤0.01%
825,978
+620,432
1789
$11.8M ﹤0.01%
701,718
+156,744
1790
– –
0
1791
$11.8M ﹤0.01%
407,256
+19,268
1792
$11.8M ﹤0.01%
368,448
-25,740
1793
$11.8M ﹤0.01%
881,006
-170,889
1794
$11.8M ﹤0.01%
1,571,754
-49,060
1795
$11.8M ﹤0.01%
369,559
-4,821
1796
$11.8M ﹤0.01%
937,208
+237,169
1797
$11.8M ﹤0.01%
103,964
+7,531
1798
$11.8M ﹤0.01%
267,210
-623
1799
$11.7M ﹤0.01%
331,698
+49,185
1800
$11.7M ﹤0.01%
415,161
+31,485
70 71
72
73 74