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
2126
$8.2M ﹤0.01%
172,055
+123,423
2127
$8.2M ﹤0.01%
404,938
+370,190
2128
$8.19M ﹤0.01%
57,462
-88,354
2129
$8.18M ﹤0.01%
341,837
-216,448
2130
$8.18M ﹤0.01%
32,345
-1,488
2131
$8.15M ﹤0.01%
733,876
-44,364
2132
$8.15M ﹤0.01%
346,158
-6,251
2133
$8.14M ﹤0.01%
548,236
-54,848
2134
$8.12M ﹤0.01%
639,401
-103,052
2135
$8.12M ﹤0.01%
882,152
-30,445
2136
$8.11M ﹤0.01%
792,558
-39,051
2137
$8.1M ﹤0.01%
313,740
+93,140
2138
$8.09M ﹤0.01%
1,050,520
+538,252
2139
$8.09M ﹤0.01%
187,640
+116,066
2140
$8.06M ﹤0.01%
700,243
-341,903
2141
$8.06M ﹤0.01%
235,836
+119,462
2142
$8.05M ﹤0.01%
659,543
+485,823
2143
$8.04M ﹤0.01%
129,384
+6,457
2144
$8.03M ﹤0.01%
223,428
-13,187
2145
$8.03M ﹤0.01%
286,915
-534,670
2146
$8.01M ﹤0.01%
374,069
-105,855
2147
$7.99M ﹤0.01%
519,716
-28,679
2148
$7.99M ﹤0.01%
95,417
-32,990
2149
$7.96M ﹤0.01%
350,080
-168,885
2150
$7.94M ﹤0.01%
155,315
+47,121
84 85
86
87 88