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
3551
$1.73M ﹤0.01%
65,742
-2,476
3552
$1.73M ﹤0.01%
45,905
-4,035
3553
$1.72M ﹤0.01%
158,470
+16,852
3554
$1.72M ﹤0.01%
144,934
-118,873
3555
$1.72M ﹤0.01%
+126,919
3556
$1.72M ﹤0.01%
132,593
-53,969
3557
$1.72M ﹤0.01%
155,592
-388,292
3558
$1.72M ﹤0.01%
134,483
+32,162
3559
$1.72M ﹤0.01%
257,776
-104,608
3560
$1.71M ﹤0.01%
77,334
+2,166
3561
$1.71M ﹤0.01%
98,011
-22,436
3562
$1.71M ﹤0.01%
34,783
-7,986
3563
$1.71M ﹤0.01%
201,397
+161,012
3564
$1.71M ﹤0.01%
113,558
+15,210
3565
$1.71M ﹤0.01%
20,498
+17,963
3566
$1.7M ﹤0.01%
130,048
-4,091
3567
$1.7M ﹤0.01%
81,573
-53,309
3568
$1.7M ﹤0.01%
102,370
-102,246
3569
$1.7M ﹤0.01%
49,229
+1,249
3570
$1.7M ﹤0.01%
143,012
+5,615
3571
$1.69M ﹤0.01%
540,067
-8,837
3572
$1.69M ﹤0.01%
+97,974
3573
$1.68M ﹤0.01%
47,934
-942
3574
$1.68M ﹤0.01%
135,309
+19,155
3575
$1.68M ﹤0.01%
21,420
-72
141 142
143
144 145