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
3101
$2.92M ﹤0.01%
64,605
-1,909
3102
$2.92M ﹤0.01%
56,549
+4,052
3103
$2.91M ﹤0.01%
281,710
-27,260
3104
$2.91M ﹤0.01%
77,912
-281,983
3105
$2.9M ﹤0.01%
28,646
+1,350
3106
$2.9M ﹤0.01%
501,952
-70,722
3107
$2.89M ﹤0.01%
149,315
+68,255
3108
$2.89M ﹤0.01%
173,925
+138,592
3109
$2.89M ﹤0.01%
147,831
+1,317
3110
$2.88M ﹤0.01%
80,088
+15,188
3111
$2.88M ﹤0.01%
75,732
-21,773
3112
$2.87M ﹤0.01%
110,858
-5,527
3113
$2.85M ﹤0.01%
159,686
-14,227
3114
$2.85M ﹤0.01%
70,342
+54,247
3115
$2.84M ﹤0.01%
132,858
-277,414
3116
$2.84M ﹤0.01%
193,361
+183,815
3117
$2.83M ﹤0.01%
215,541
+42,673
3118
$2.83M ﹤0.01%
126,241
-14,760
3119
$2.83M ﹤0.01%
121,760
+9,356
3120
$2.83M ﹤0.01%
135,738
+59,171
3121
$2.83M ﹤0.01%
401,618
-42,147
3122
$2.83M ﹤0.01%
290,978
+4,388
3123
$2.83M ﹤0.01%
13,542
-12,439
3124
$2.83M ﹤0.01%
79,017
+5,842
3125
$2.83M ﹤0.01%
164,648
+129,575
123 124
125
126 127