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
3076
$3M ﹤0.01%
166,691
+20,928
3077
$3M ﹤0.01%
132,963
-2,962
3078
$2.99M ﹤0.01%
106,168
+6,441
3079
$2.99M ﹤0.01%
60,978
-1,571
3080
$2.98M ﹤0.01%
107,141
-68,720
3081
$2.98M ﹤0.01%
222,172
-56,270
3082
$2.98M ﹤0.01%
110,854
-5,144
3083
$2.97M ﹤0.01%
29,033
-23,419
3084
$2.97M ﹤0.01%
+114,868
3085
$2.97M ﹤0.01%
124,596
-2,098,650
3086
$2.96M ﹤0.01%
121,413
-8,790
3087
$2.96M ﹤0.01%
125,043
+34,785
3088
$2.96M ﹤0.01%
129,916
-26,612
3089
$2.96M ﹤0.01%
597,175
-256,083
3090
$2.95M ﹤0.01%
35,919
+8,404
3091
$2.95M ﹤0.01%
246,610
+242,254
3092
$2.94M ﹤0.01%
51,694
+12,515
3093
$2.94M ﹤0.01%
48,651
-73,190
3094
$2.94M ﹤0.01%
+190,028
3095
$2.94M ﹤0.01%
249,508
+160,000
3096
$2.93M ﹤0.01%
46,721
-59,892
3097
$2.93M ﹤0.01%
12,234
+2,113
3098
$2.93M ﹤0.01%
73,621
-431,607
3099
$2.92M ﹤0.01%
249,791
+179,926
3100
$2.92M ﹤0.01%
57,758
+6,897
122 123
124
125 126