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
2101
$8.38M ﹤0.01%
248,237
+39,791
2102
$8.37M ﹤0.01%
201,460
-370,452
2103
$8.36M ﹤0.01%
209,832
-53,803
2104
$8.35M ﹤0.01%
2,238,723
+271,861
2105
$8.35M ﹤0.01%
622,611
-46,189
2106
$8.35M ﹤0.01%
187,548
-245,960
2107
$8.34M ﹤0.01%
134,058
-6,978
2108
$8.34M ﹤0.01%
89,860
-135,454
2109
$8.33M ﹤0.01%
423,608
-241,497
2110
$8.32M ﹤0.01%
273,742
-21,284
2111
$8.31M ﹤0.01%
578,600
-46,517
2112
$8.3M ﹤0.01%
51,719
-70,475
2113
$8.29M ﹤0.01%
1,178,445
+787,264
2114
$8.27M ﹤0.01%
217,446
-6,372
2115
$8.26M ﹤0.01%
402,268
-53,908
2116
$8.25M ﹤0.01%
218,008
+48,418
2117
$8.25M ﹤0.01%
147,434
-11,104
2118
$8.25M ﹤0.01%
1,063,994
+133,461
2119
$8.23M ﹤0.01%
799,702
+152,111
2120
$8.23M ﹤0.01%
649,471
-29,406
2121
$8.22M ﹤0.01%
787,250
+33,095
2122
$8.22M ﹤0.01%
301,038
-84,413
2123
$8.22M ﹤0.01%
44,274
-20,764
2124
$8.21M ﹤0.01%
615,030
-125,145
2125
$8.21M ﹤0.01%
530,047
-24,404