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
3401
$2.04M ﹤0.01%
202,511
+31,010
3402
$2.04M ﹤0.01%
40,765
+39,415
3403
$2.04M ﹤0.01%
39,048
+38,248
3404
$2.04M ﹤0.01%
33,139
-7,691
3405
$2.03M ﹤0.01%
115,102
-13,095
3406
$2.03M ﹤0.01%
85,723
-3,518
3407
$2.03M ﹤0.01%
110,192
+4,900
3408
$2.03M ﹤0.01%
46,564
-11,336
3409
$2.02M ﹤0.01%
19,481
-48,751
3410
$2.02M ﹤0.01%
1,569,627
+7,413
3411
$2.02M ﹤0.01%
98,705
+27,333
3412
$2.02M ﹤0.01%
131,970
+99,422
3413
$2.02M ﹤0.01%
43,830
-6,051
3414
$2.02M ﹤0.01%
94,443
+84,910
3415
$2.02M ﹤0.01%
179,660
-48,177
3416
$2.01M ﹤0.01%
79,462
-69,725
3417
$2.01M ﹤0.01%
71,933
+19,479
3418
$2M ﹤0.01%
191,434
-51,049
3419
$2M ﹤0.01%
33,145
+1,011
3420
$2M ﹤0.01%
159,223
-972,780
3421
$2M ﹤0.01%
40,048
+40,038
3422
$2M ﹤0.01%
145,423
-16,128
3423
$2M ﹤0.01%
12,722
-27,028
3424
$2M ﹤0.01%
35,708
+1,857
3425
$2M ﹤0.01%
132,308
-179,826
135 136
137
138 139