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
3226
$2.51M ﹤0.01%
35,056
-700
3227
$2.51M ﹤0.01%
177,299
-29,811
3228
$2.51M ﹤0.01%
58,522
-18,450
3229
$2.51M ﹤0.01%
277,277
+31,896
3230
$2.5M ﹤0.01%
30,090
+10,900
3231
$2.5M ﹤0.01%
46,143
-2,762
3232
$2.5M ﹤0.01%
168,125
-605
3233
$2.5M ﹤0.01%
137,732
-6,075
3234
$2.49M ﹤0.01%
149,096
-161,755
3235
$2.49M ﹤0.01%
76,772
+49,787
3236
$2.49M ﹤0.01%
27,581
+1,749
3237
$2.49M ﹤0.01%
62,247
-31,072
3238
$2.48M ﹤0.01%
158,061
-1,259,596
3239
$2.48M ﹤0.01%
52,727
+29,196
3240
$2.48M ﹤0.01%
200,007
-3,963
3241
$2.48M ﹤0.01%
55,128
-2,745
3242
$2.48M ﹤0.01%
408,220
-2,546
3243
$2.48M ﹤0.01%
122,793
+26,555
3244
$2.48M ﹤0.01%
155,915
+86,578
3245
$2.48M ﹤0.01%
217,098
-8,963
3246
$2.47M ﹤0.01%
986,867
+640,127
3247
$2.46M ﹤0.01%
128,242
-55,154
3248
$2.46M ﹤0.01%
266,488
-67,051
3249
$2.45M ﹤0.01%
265,697
-630,890
3250
$2.45M ﹤0.01%
244,747
-7,032
128 129
130
131 132