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
1951
$9.88M ﹤0.01%
1,099,295
+711,765
1952
$9.87M ﹤0.01%
121,860
+60,586
1953
$9.87M ﹤0.01%
153,158
+9,078
1954
$9.87M ﹤0.01%
158,072
+21,285
1955
$9.85M ﹤0.01%
224,717
+202,766
1956
$9.85M ﹤0.01%
272,076
-74,777
1957
$9.85M ﹤0.01%
979,880
+431,767
1958
$9.85M ﹤0.01%
56,130
+5,569
1959
$9.82M ﹤0.01%
381,253
+138,946
1960
$9.81M ﹤0.01%
219,804
-945,120
1961
$9.79M ﹤0.01%
536,394
+193,524
1962
$9.74M ﹤0.01%
774,934
-72,356
1963
$9.73M ﹤0.01%
692,423
+2,968
1964
$9.7M ﹤0.01%
503,403
+181,503
1965
$9.7M ﹤0.01%
320,843
+195,960
1966
$9.7M ﹤0.01%
37,146
-67,979
1967
$9.69M ﹤0.01%
947,459
+94,861
1968
$9.67M ﹤0.01%
1,858,640
-868,650
1969
$9.66M ﹤0.01%
400,828
-29,568
1970
$9.65M ﹤0.01%
310,744
+114,869
1971
$9.65M ﹤0.01%
325,766
+61,066
1972
$9.65M ﹤0.01%
3,189,571
-237,331
1973
$9.65M ﹤0.01%
299,745
-22,132
1974
$9.62M ﹤0.01%
+430,177
1975
$9.61M ﹤0.01%
57,260
-53,168