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
2726
$4.38M ﹤0.01%
218,613
-4,710
2727
$4.38M ﹤0.01%
55,942
+2,362
2728
$4.37M ﹤0.01%
144,906
-77,080
2729
$4.37M ﹤0.01%
815,219
-1,389,543
2730
$4.37M ﹤0.01%
278,825
+197,218
2731
$4.35M ﹤0.01%
71,374
-107
2732
$4.35M ﹤0.01%
161,117
-138,095
2733
$4.35M ﹤0.01%
153,985
+113,663
2734
$4.34M ﹤0.01%
110,311
-5,885
2735
$4.33M ﹤0.01%
98,435
-21,515
2736
$4.33M ﹤0.01%
72,388
+58,080
2737
$4.33M ﹤0.01%
110,710
+79,909
2738
$4.33M ﹤0.01%
115,465
-822
2739
$4.33M ﹤0.01%
44,542
+41,810
2740
$4.33M ﹤0.01%
217,042
+10,560
2741
$4.32M ﹤0.01%
76,834
+63,578
2742
$4.31M ﹤0.01%
132,987
+36,986
2743
$4.3M ﹤0.01%
59,820
+31,907
2744
$4.3M ﹤0.01%
1,215,186
-292,091
2745
$4.3M ﹤0.01%
218,573
-1,893
2746
$4.3M ﹤0.01%
123,836
+82,215
2747
$4.3M ﹤0.01%
88,356
-106,970
2748
$4.28M ﹤0.01%
109,637
+13,728
2749
$4.28M ﹤0.01%
254,099
-93,740
2750
$4.28M ﹤0.01%
246,751
-68,902
108 109
110
111 112