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
2626
$4.82M ﹤0.01%
434,304
+33,037
2627
$4.81M ﹤0.01%
64,519
-18,255
2628
$4.81M ﹤0.01%
653,793
+44,903
2629
$4.81M ﹤0.01%
252,702
-203,011
2630
$4.8M ﹤0.01%
408,975
-92,904
2631
$4.8M ﹤0.01%
203,394
+82,777
2632
$4.79M ﹤0.01%
361,669
+131,069
2633
$4.79M ﹤0.01%
178,328
+35,672
2634
$4.79M ﹤0.01%
125,473
+36,006
2635
$4.79M ﹤0.01%
488,512
-234,598
2636
$4.79M ﹤0.01%
187,564
+5,579
2637
$4.79M ﹤0.01%
242,057
+15,307
2638
$4.78M ﹤0.01%
668,531
-83,209
2639
$4.78M ﹤0.01%
403,217
-112,162
2640
$4.78M ﹤0.01%
107,133
-164,359
2641
$4.78M ﹤0.01%
83,834
+52,496
2642
$4.77M ﹤0.01%
360,907
-15,761
2643
$4.76M ﹤0.01%
209,802
+56,345
2644
$4.76M ﹤0.01%
67,220
-9,482
2645
$4.76M ﹤0.01%
+296,531
2646
$4.75M ﹤0.01%
217,919
+183,014
2647
$4.75M ﹤0.01%
199,417
-60,391
2648
$4.74M ﹤0.01%
35,227
-82,988
2649
$4.74M ﹤0.01%
78,171
-51,235
2650
$4.74M ﹤0.01%
623,010
+118,829
104 105
106
107 108