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
3476
$1.88M ﹤0.01%
175,659
+101,027
3477
$1.88M ﹤0.01%
129,610
-20,862
3478
$1.88M ﹤0.01%
209,339
-44,103
3479
$1.88M ﹤0.01%
216,883
-219,505
3480
$1.88M ﹤0.01%
263,424
+226,146
3481
$1.88M ﹤0.01%
81,505
-101,782
3482
$1.88M ﹤0.01%
32,924
-13,339
3483
$1.88M ﹤0.01%
46,037
-25,434
3484
$1.88M ﹤0.01%
+130,152
3485
$1.88M ﹤0.01%
34,345
-2,440
3486
$1.87M ﹤0.01%
126,274
-670,064
3487
$1.87M ﹤0.01%
23,471
+5,577
3488
$1.87M ﹤0.01%
435,644
-130,967
3489
$1.87M ﹤0.01%
+72,797
3490
$1.86M ﹤0.01%
101,342
-7,805
3491
$1.86M ﹤0.01%
119,063
-25,785
3492
$1.86M ﹤0.01%
88,198
-66,166
3493
$1.86M ﹤0.01%
50,426
+20,388
3494
$1.85M ﹤0.01%
39,282
-312
3495
$1.85M ﹤0.01%
252,261
-39,173
3496
$1.85M ﹤0.01%
93,746
+50,517
3497
$1.85M ﹤0.01%
189,224
+44,516
3498
$1.84M ﹤0.01%
26,843
+13,521
3499
$1.84M ﹤0.01%
189,187
+16,416
3500
$1.84M ﹤0.01%
551,519
+469,399
138 139
140
141 142