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
1801
$11.7M ﹤0.01%
433,363
+272,634
1802
$11.7M ﹤0.01%
1,635,083
+185,228
1803
$11.7M ﹤0.01%
242,583
+125,964
1804
$11.6M ﹤0.01%
198,769
+61,244
1805
$11.6M ﹤0.01%
102,991
-39,968
1806
$11.6M ﹤0.01%
340,336
+235,248
1807
$11.6M ﹤0.01%
4,556,090
+1,855,599
1808
$11.6M ﹤0.01%
484,378
+214,360
1809
$11.6M ﹤0.01%
1,649,831
-309,845
1810
$11.6M ﹤0.01%
480,352
-170,126
1811
$11.6M ﹤0.01%
754,891
+50,046
1812
$11.5M ﹤0.01%
509,923
-210,348
1813
$11.5M ﹤0.01%
180,288
-83,581
1814
$11.5M ﹤0.01%
202,935
-29,369
1815
$11.5M ﹤0.01%
194,801
-1,037
1816
$11.5M ﹤0.01%
574,315
+101,634
1817
$11.5M ﹤0.01%
296,019
+143,641
1818
$11.5M ﹤0.01%
159,323
+40,653
1819
$11.5M ﹤0.01%
569,502
+480,349
1820
$11.5M ﹤0.01%
483,536
-48,964
1821
$11.5M ﹤0.01%
55
+21
1822
$11.4M ﹤0.01%
321,183
+27,260
1823
$11.4M ﹤0.01%
849,179
-78,640
1824
$11.4M ﹤0.01%
493,437
+211,014
1825
$11.4M ﹤0.01%
211,417
-218
71 72
73
74 75