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
3326
$2.24M ﹤0.01%
227,350
+183,777
3327
$2.24M ﹤0.01%
234,577
+187,667
3328
$2.23M ﹤0.01%
26,018
-3,108
3329
$2.23M ﹤0.01%
93,780
+30,130
3330
$2.23M ﹤0.01%
127,061
-25,121
3331
$2.23M ﹤0.01%
146,204
-53,922
3332
$2.22M ﹤0.01%
120,154
+9,893
3333
$2.22M ﹤0.01%
252,028
+118,554
3334
$2.22M ﹤0.01%
43,842
-8,339
3335
$2.22M ﹤0.01%
55,319
-144,460
3336
$2.21M ﹤0.01%
39,362
+2,324
3337
$2.21M ﹤0.01%
152,706
+22,479
3338
$2.21M ﹤0.01%
233,392
-3,725
3339
$2.2M ﹤0.01%
39,601
+19,400
3340
$2.2M ﹤0.01%
188,769
-473,376
3341
$2.19M ﹤0.01%
128,079
+11,877
3342
$2.19M ﹤0.01%
107,935
+7,142
3343
$2.19M ﹤0.01%
321,400
-42,950
3344
$2.18M ﹤0.01%
86,553
+38,503
3345
$2.18M ﹤0.01%
290,805
-88,337
3346
$2.18M ﹤0.01%
105,376
-191,722
3347
$2.18M ﹤0.01%
211,413
-115,776
3348
$2.18M ﹤0.01%
51,741
+15,218
3349
$2.17M ﹤0.01%
155,846
-8,614
3350
$2.17M ﹤0.01%
260,807
-21,773
132 133
134
135 136