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
3426
$1.99M ﹤0.01%
42,934
-62,230
3427
$1.99M ﹤0.01%
51,685
+26,861
3428
$1.99M ﹤0.01%
70,228
-121,125
3429
$1.99M ﹤0.01%
+33,431
3430
$1.98M ﹤0.01%
148,941
-31,051
3431
$1.98M ﹤0.01%
121,680
+54,371
3432
$1.98M ﹤0.01%
164,756
-16,773
3433
$1.98M ﹤0.01%
335,342
-21,623
3434
$1.98M ﹤0.01%
13,176
-2,139
3435
$1.98M ﹤0.01%
499,219
-28,517
3436
$1.98M ﹤0.01%
65,309
-42,120
3437
$1.96M ﹤0.01%
206,172
-152,620
3438
$1.96M ﹤0.01%
161,150
-7,955
3439
$1.96M ﹤0.01%
199,303
+55
3440
$1.96M ﹤0.01%
143,267
-2,831
3441
$1.96M ﹤0.01%
88,446
+2,223
3442
$1.96M ﹤0.01%
38,136
+20,076
3443
$1.95M ﹤0.01%
81,484
-25,877
3444
$1.95M ﹤0.01%
87,796
+13,010
3445
$1.95M ﹤0.01%
123,214
-633,798
3446
$1.95M ﹤0.01%
132,296
+13,259
3447
$1.95M ﹤0.01%
123,397
-25,267
3448
$1.95M ﹤0.01%
383,488
+29,434
3449
$1.94M ﹤0.01%
77,295
+25,583
3450
$1.94M ﹤0.01%
64,087
+36,151
136 137
138
139 140