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
3301
$2.3M ﹤0.01%
21,293
-4,610
3302
$2.3M ﹤0.01%
149,966
-21,130
3303
$2.29M ﹤0.01%
128,285
-63,229
3304
$2.29M ﹤0.01%
200,169
-40,147
3305
$2.29M ﹤0.01%
34,322
+33,378
3306
$2.29M ﹤0.01%
47,689
-42,269
3307
$2.29M ﹤0.01%
1,609,212
-875,434
3308
$2.28M ﹤0.01%
173,215
-23,180
3309
$2.28M ﹤0.01%
74,466
+1,513
3310
$2.28M ﹤0.01%
161,874
+3,400
3311
$2.27M ﹤0.01%
38,415
+11,412
3312
$2.27M ﹤0.01%
195,972
-168,038
3313
$2.27M ﹤0.01%
110,932
-13,650
3314
$2.26M ﹤0.01%
68,908
-6,464
3315
$2.26M ﹤0.01%
125,594
-18,064
3316
$2.26M ﹤0.01%
46,507
-38,409
3317
$2.26M ﹤0.01%
93,257
+4,502
3318
$2.26M ﹤0.01%
43,049
-40,663
3319
$2.25M ﹤0.01%
147,006
-82,230
3320
$2.25M ﹤0.01%
177,460
-13,643
3321
$2.25M ﹤0.01%
50,318
-417
3322
$2.25M ﹤0.01%
206,099
+142,457
3323
$2.25M ﹤0.01%
100,977
-67,887
3324
$2.25M ﹤0.01%
50,958
-144,425
3325
$2.25M ﹤0.01%
48,508
+20,244
131 132
133
134 135