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
1926
$10.2M ﹤0.01%
359,549
-65,705
1927
$10.2M ﹤0.01%
228,196
+69,108
1928
$10.1M ﹤0.01%
270,544
+252,089
1929
$10.1M ﹤0.01%
771,960
-61,294
1930
$10.1M ﹤0.01%
578,166
+2,017
1931
$10.1M ﹤0.01%
444,249
-303,971
1932
$10.1M ﹤0.01%
531,795
-247,886
1933
$10.1M ﹤0.01%
211,097
-31,782
1934
$10.1M ﹤0.01%
710,354
+502,912
1935
$10.1M ﹤0.01%
261,225
-4,670
1936
$10.1M ﹤0.01%
1,037,325
+5,945
1937
$10.1M ﹤0.01%
183,523
+22,857
1938
$10.1M ﹤0.01%
115,985
+1,548
1939
$10M ﹤0.01%
823,253
+26,384
1940
$10M ﹤0.01%
239,693
-191,198
1941
$9.99M ﹤0.01%
248,988
+12,613
1942
$9.96M ﹤0.01%
97,045
-55,372
1943
$9.95M ﹤0.01%
312,969
-52,541
1944
$9.95M ﹤0.01%
92,947
+41,487
1945
$9.95M ﹤0.01%
349,962
-89,105
1946
$9.94M ﹤0.01%
1,030,387
+228,909
1947
$9.93M ﹤0.01%
619,005
+148,620
1948
$9.93M ﹤0.01%
350,159
-31,129
1949
$9.92M ﹤0.01%
71,554
+55,884
1950
$9.89M ﹤0.01%
172,342
-270,884
76 77
78
79 80