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
3126
$2.82M ﹤0.01%
213,544
-83,392
3127
$2.82M ﹤0.01%
105,505
+2,856
3128
$2.82M ﹤0.01%
554,921
+76,533
3129
$2.81M ﹤0.01%
88,324
+12,500
3130
$2.81M ﹤0.01%
307,677
-35,055
3131
$2.81M ﹤0.01%
230,623
-4,894
3132
$2.8M ﹤0.01%
66,752
-107,175
3133
$2.8M ﹤0.01%
55,961
+3,584
3134
$2.79M ﹤0.01%
136,716
+61,971
3135
$2.79M ﹤0.01%
46,606
-4,777
3136
$2.79M ﹤0.01%
225,044
-122,271
3137
$2.79M ﹤0.01%
57,938
+9,464
3138
$2.79M ﹤0.01%
174,609
+19,324
3139
$2.77M ﹤0.01%
68,462
-4,354
3140
$2.77M ﹤0.01%
118,930
+3,632
3141
$2.77M ﹤0.01%
105,887
+98,946
3142
$2.77M ﹤0.01%
23,962
-66,934
3143
$2.77M ﹤0.01%
87,281
+10,719
3144
$2.77M ﹤0.01%
497,839
+14,798
3145
$2.77M ﹤0.01%
254,223
+11,125
3146
$2.76M ﹤0.01%
118,432
-116,976
3147
$2.76M ﹤0.01%
81,616
+34,680
3148
$2.76M ﹤0.01%
55,779
+12,064
3149
$2.75M ﹤0.01%
959,010
+717,792
3150
$2.75M ﹤0.01%
2,661
+1,574
124 125
126
127 128