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
2751
$4.28M ﹤0.01%
169,494
+151,906
2752
$4.27M ﹤0.01%
219,577
+54,805
2753
$4.27M ﹤0.01%
428,152
-307,231
2754
$4.27M ﹤0.01%
167,554
-33,372
2755
$4.27M ﹤0.01%
247,332
+3,958
2756
$4.26M ﹤0.01%
222,849
-12,343
2757
$4.26M ﹤0.01%
111,885
+101,948
2758
$4.23M ﹤0.01%
221,511
+122,324
2759
$4.22M ﹤0.01%
128,389
+13,660
2760
$4.22M ﹤0.01%
281,844
+104,653
2761
$4.22M ﹤0.01%
175,819
-33,962
2762
$4.22M ﹤0.01%
285,836
+213,422
2763
$4.22M ﹤0.01%
275,069
-184,576
2764
$4.22M ﹤0.01%
186,291
+97,105
2765
$4.21M ﹤0.01%
177,338
-2,294
2766
$4.21M ﹤0.01%
47,523
+31,273
2767
$4.21M ﹤0.01%
279,196
+99,798
2768
$4.21M ﹤0.01%
285,181
-56,542
2769
$4.2M ﹤0.01%
215,157
+192,042
2770
$4.19M ﹤0.01%
1,027,969
+131,897
2771
$4.19M ﹤0.01%
12,809
-7,534
2772
$4.19M ﹤0.01%
139,071
+63,352
2773
$4.19M ﹤0.01%
545,456
+505,535
2774
$4.18M ﹤0.01%
92,776
-23,148
2775
$4.18M ﹤0.01%
1,687,065
-275,752
109 110
111
112 113