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
2051
$8.77M ﹤0.01%
250,246
-99,667
2052
$8.75M ﹤0.01%
968,959
-1,386,323
2053
$8.75M ﹤0.01%
877,453
+12,205
2054
$8.75M ﹤0.01%
224,951
+72,072
2055
$8.74M ﹤0.01%
19,061
+358
2056
$8.72M ﹤0.01%
175,982
+107,798
2057
$8.71M ﹤0.01%
553,027
-151,595
2058
$8.7M ﹤0.01%
925,618
-57,829
2059
$8.69M ﹤0.01%
266,251
-48,446
2060
$8.68M ﹤0.01%
733,901
-663,507
2061
$8.67M ﹤0.01%
1,885,007
-1,312,735
2062
$8.67M ﹤0.01%
419,505
-818,954
2063
$8.66M ﹤0.01%
137,493
-46,097
2064
$8.65M ﹤0.01%
42,686
+7,445
2065
$8.65M ﹤0.01%
293,034
+93,987
2066
$8.65M ﹤0.01%
1,419,987
+803,445
2067
$8.64M ﹤0.01%
295,094
-27,418
2068
$8.64M ﹤0.01%
115,902
+40,947
2069
$8.64M ﹤0.01%
193,266
+21,153
2070
$8.63M ﹤0.01%
880,240
-69,348
2071
$8.62M ﹤0.01%
154,918
-15,564
2072
$8.6M ﹤0.01%
428,294
-25,797
2073
$8.6M ﹤0.01%
822,889
-35,180
2074
$8.6M ﹤0.01%
1,767,664
-466,576
2075
$8.59M ﹤0.01%
514,226
-92,438