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
2426
$5.99M ﹤0.01%
398,491
+33,710
2427
$5.99M ﹤0.01%
618,992
-54,137
2428
$5.99M ﹤0.01%
265,192
-30,425
2429
$5.98M ﹤0.01%
94,291
+39,503
2430
$5.97M ﹤0.01%
335,478
-123,881
2431
$5.97M ﹤0.01%
88,603
+29,987
2432
$5.97M ﹤0.01%
200,444
-58,764
2433
$5.96M ﹤0.01%
980,479
+139,704
2434
$5.96M ﹤0.01%
391,890
+17,605
2435
$5.95M ﹤0.01%
100,144
+49
2436
$5.93M ﹤0.01%
298,511
-103,368
2437
$5.93M ﹤0.01%
144,590
-110,965
2438
$5.93M ﹤0.01%
248,676
-13,836
2439
$5.91M ﹤0.01%
75,047
-15,967
2440
$5.91M ﹤0.01%
91,255
-375,840
2441
$5.9M ﹤0.01%
157,255
+100,693
2442
$5.9M ﹤0.01%
221,299
-341,824
2443
$5.89M ﹤0.01%
156,671
+90,271
2444
$5.88M ﹤0.01%
127,307
+13,086
2445
$5.88M ﹤0.01%
470,330
-41,046
2446
$5.88M ﹤0.01%
108,718
+71,064
2447
$5.88M ﹤0.01%
143,508
+100,219
2448
$5.87M ﹤0.01%
62,370
-20,619
2449
$5.87M ﹤0.01%
697,518
+49,413
2450
$5.86M ﹤0.01%
486,524
-103,561
96 97
98
99 100