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
2776
$4.18M ﹤0.01%
304,695
-13,479
2777
$4.18M ﹤0.01%
184,008
-110,000
2778
$4.18M ﹤0.01%
260,194
+122,438
2779
$4.17M ﹤0.01%
167,610
-28,754
2780
$4.17M ﹤0.01%
147,171
-99,851
2781
$4.17M ﹤0.01%
313,240
+90,585
2782
$4.16M ﹤0.01%
395,888
-944,924
2783
$4.16M ﹤0.01%
85,769
+59,414
2784
$4.16M ﹤0.01%
238,505
-57,641
2785
$4.15M ﹤0.01%
738,387
+47,276
2786
$4.15M ﹤0.01%
1,608,002
+354,701
2787
$4.15M ﹤0.01%
95,438
-125,097
2788
$4.15M ﹤0.01%
416,813
+263,226
2789
$4.14M ﹤0.01%
123,423
+25,018
2790
$4.13M ﹤0.01%
228,587
+44,494
2791
$4.13M ﹤0.01%
105,204
+34,251
2792
$4.13M ﹤0.01%
138,234
+100,612
2793
$4.13M ﹤0.01%
135,345
+19,948
2794
$4.13M ﹤0.01%
190,051
+20,263
2795
$4.12M ﹤0.01%
295,148
+138,182
2796
$4.12M ﹤0.01%
384,990
-41,943
2797
$4.12M ﹤0.01%
146,944
-94,454
2798
$4.11M ﹤0.01%
52,822
-2,074
2799
$4.11M ﹤0.01%
143,386
-40,395
2800
$4.1M ﹤0.01%
208,530
+3,700
110 111
112
113 114