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
2651
$4.72M ﹤0.01%
255,952
+104,831
2652
$4.72M ﹤0.01%
189,267
+41,951
2653
$4.71M ﹤0.01%
182,904
+36,420
2654
$4.7M ﹤0.01%
415,530
-3,415
2655
$4.7M ﹤0.01%
216,143
-671,246
2656
$4.7M ﹤0.01%
1,159,878
-239,533
2657
$4.69M ﹤0.01%
292,735
-17,055
2658
$4.69M ﹤0.01%
182,403
-200,047
2659
$4.68M ﹤0.01%
84,326
+11,628
2660
$4.68M ﹤0.01%
152,405
+26,409
2661
$4.68M ﹤0.01%
253,875
-556,073
2662
$4.67M ﹤0.01%
184,314
-468
2663
$4.67M ﹤0.01%
457,289
+14,401
2664
$4.67M ﹤0.01%
495,590
+126,558
2665
$4.67M ﹤0.01%
154,891
-16,775
2666
$4.66M ﹤0.01%
272,132
-214,138
2667
$4.66M ﹤0.01%
10,749
-29,886
2668
$4.66M ﹤0.01%
328,924
+17,136
2669
$4.64M ﹤0.01%
71,345
+41,625
2670
$4.64M ﹤0.01%
268,452
-7,643
2671
$4.63M ﹤0.01%
108,944
+33,277
2672
$4.63M ﹤0.01%
137,429
+68,749
2673
$4.63M ﹤0.01%
250,038
+60,443
2674
$4.63M ﹤0.01%
536,213
-309,415
2675
$4.62M ﹤0.01%
278,351
+115,692
105 106
107
108 109