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
3176
$2.64M ﹤0.01%
92,626
+91,187
3177
$2.64M ﹤0.01%
117,534
+30,192
3178
$2.63M ﹤0.01%
127,116
-1,699
3179
$2.63M ﹤0.01%
118,690
-77,252
3180
$2.63M ﹤0.01%
83,899
+67,893
3181
$2.63M ﹤0.01%
261,687
+14,956
3182
$2.62M ﹤0.01%
318,392
-6,600
3183
$2.62M ﹤0.01%
239,573
+182,823
3184
$2.62M ﹤0.01%
51,687
+16,055
3185
$2.62M ﹤0.01%
68,900
+2,844
3186
$2.62M ﹤0.01%
29,622
-1,999
3187
$2.61M ﹤0.01%
354,402
+98,830
3188
$2.61M ﹤0.01%
289,405
+80,421
3189
$2.61M ﹤0.01%
93,900
-384,133
3190
$2.61M ﹤0.01%
159,498
-29,662
3191
$2.6M ﹤0.01%
+19,894
3192
$2.6M ﹤0.01%
55,267
+2,043
3193
$2.6M ﹤0.01%
164,626
+10,310
3194
$2.59M ﹤0.01%
263,892
-260,554
3195
$2.59M ﹤0.01%
101,510
+57,440
3196
$2.59M ﹤0.01%
161,326
-70,825
3197
$2.59M ﹤0.01%
187,528
+20,434
3198
$2.59M ﹤0.01%
249,987
-9,587
3199
$2.59M ﹤0.01%
49,858
-1,352
3200
$2.58M ﹤0.01%
192,800
-10,515
126 127
128
129 130