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
3051
$3.08M ﹤0.01%
202,974
-168,267
3052
$3.08M ﹤0.01%
32,157
-30,775
3053
$3.07M ﹤0.01%
122,494
+23,120
3054
$3.07M ﹤0.01%
211,140
-12,773
3055
$3.07M ﹤0.01%
137,774
-10,889
3056
$3.06M ﹤0.01%
97,968
-40,032
3057
$3.06M ﹤0.01%
162,289
+11,524
3058
$3.06M ﹤0.01%
403,598
-627,357
3059
$3.05M ﹤0.01%
484,045
+67,304
3060
$3.05M ﹤0.01%
357,628
-73,172
3061
$3.05M ﹤0.01%
167,448
+32,505
3062
$3.04M ﹤0.01%
427,030
-26,886
3063
$3.04M ﹤0.01%
73,084
+38,933
3064
$3.04M ﹤0.01%
145,588
+16,746
3065
$3.04M ﹤0.01%
258,092
-183,160
3066
$3.04M ﹤0.01%
95,464
-92,493
3067
$3.04M ﹤0.01%
217,499
-20,875
3068
$3.02M ﹤0.01%
919,557
-265,049
3069
$3.02M ﹤0.01%
587,169
+178,693
3070
$3.02M ﹤0.01%
1,115,618
+266,537
3071
$3.02M ﹤0.01%
70,420
-503,244
3072
$3.02M ﹤0.01%
129,767
-25,082
3073
$3.02M ﹤0.01%
2,960,409
+657,921
3074
$3.01M ﹤0.01%
48,382
+31,633
3075
$3M ﹤0.01%
251,059
+420
121 122
123
124 125