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
2876
$3.75M ﹤0.01%
122,617
-28,889
2877
$3.73M ﹤0.01%
474,182
-81,488
2878
$3.73M ﹤0.01%
130,215
+15,450
2879
$3.73M ﹤0.01%
407,014
+307,788
2880
$3.73M ﹤0.01%
97,317
+35,289
2881
$3.73M ﹤0.01%
82,352
-2,901
2882
$3.73M ﹤0.01%
270,882
+53,858
2883
$3.72M ﹤0.01%
181,112
+32,242
2884
$3.72M ﹤0.01%
65,693
+18,767
2885
$3.71M ﹤0.01%
270,854
+16,915
2886
$3.71M ﹤0.01%
10,207
-5,514
2887
$3.71M ﹤0.01%
43,476
+5,575
2888
$3.7M ﹤0.01%
509,417
-49,015
2889
$3.7M ﹤0.01%
143,812
+111,664
2890
$3.7M ﹤0.01%
77,640
-2,338
2891
$3.7M ﹤0.01%
11,819
+1,022
2892
$3.69M ﹤0.01%
179,427
+39,019
2893
$3.69M ﹤0.01%
546,269
-638,667
2894
$3.68M ﹤0.01%
65,464
+20,570
2895
$3.68M ﹤0.01%
968,406
+949
2896
$3.66M ﹤0.01%
235,930
+4,213
2897
$3.65M ﹤0.01%
72,345
+55,420
2898
$3.65M ﹤0.01%
370,535
+125,119
2899
$3.65M ﹤0.01%
312,505
+99,501
2900
$3.65M ﹤0.01%
193,168
-239,556
114 115
116
117 118