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
1826
$11.4M ﹤0.01%
333,646
-917,498
1827
$11.4M ﹤0.01%
466,440
+123,905
1828
$11.4M ﹤0.01%
718,719
+8,010
1829
$11.4M ﹤0.01%
267,579
+66,126
1830
$11.3M ﹤0.01%
384,068
-209,090
1831
$11.3M ﹤0.01%
319,017
+60,776
1832
$11.3M ﹤0.01%
338,777
-271,982
1833
$11.3M ﹤0.01%
418,213
+261,097
1834
$11.3M ﹤0.01%
273,490
-123,952
1835
$11.3M ﹤0.01%
183,408
-457,610
1836
$11.3M ﹤0.01%
842,857
-288,956
1837
$11.3M ﹤0.01%
845,369
+404,367
1838
$11.3M ﹤0.01%
1,552,989
-341,382
1839
$11.3M ﹤0.01%
253,193
-95,952
1840
$11.2M ﹤0.01%
167,515
-10,922
1841
$11.2M ﹤0.01%
528,869
-139,272
1842
$11.2M ﹤0.01%
172,562
+6,537
1843
$11.2M ﹤0.01%
100,112
+5,944
1844
$11.2M ﹤0.01%
657,000
-80,234
1845
$11.2M ﹤0.01%
516,526
+290,465
1846
$11.2M ﹤0.01%
1,150,803
-59,345
1847
$11.1M ﹤0.01%
94,889
+89,305
1848
$11.1M ﹤0.01%
109,010
+10
1849
$11.1M ﹤0.01%
237,402
+54,078
1850
$11.1M ﹤0.01%
267,576
-244,387
72 73
74
75 76