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
2676
$4.62M ﹤0.01%
556,055
-1
2677
$4.61M ﹤0.01%
360,934
-90,039
2678
$4.6M ﹤0.01%
136,916
-10,553
2679
$4.59M ﹤0.01%
+220,724
2680
$4.59M ﹤0.01%
334,582
+40,512
2681
$4.58M ﹤0.01%
412,988
+24,488
2682
$4.58M ﹤0.01%
145,614
-9,147
2683
$4.57M ﹤0.01%
415,048
+224,172
2684
$4.57M ﹤0.01%
796,565
-90,876
2685
$4.55M ﹤0.01%
160,630
-76,817
2686
$4.55M ﹤0.01%
124,645
-11,906
2687
$4.55M ﹤0.01%
242,546
+146,685
2688
$4.54M ﹤0.01%
328,472
-820,143
2689
$4.54M ﹤0.01%
349,599
-53,568
2690
$4.54M ﹤0.01%
192,617
+35,479
2691
$4.53M ﹤0.01%
338,458
+67,091
2692
$4.53M ﹤0.01%
239,696
+91,748
2693
$4.53M ﹤0.01%
94,633
-7,860
2694
$4.52M ﹤0.01%
216,506
-74,537
2695
$4.52M ﹤0.01%
208,084
-1,101
2696
$4.51M ﹤0.01%
334,015
-570,619
2697
$4.51M ﹤0.01%
129,937
-38,604
2698
$4.51M ﹤0.01%
50,140
+18,056
2699
$4.5M ﹤0.01%
99,645
+15,911
2700
$4.49M ﹤0.01%
237,540
-54,460
106 107
108
109 110