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
3576
$1.68M ﹤0.01%
51,625
-43,260
3577
$1.68M ﹤0.01%
109,398
-1,075
3578
$1.68M ﹤0.01%
172,764
+16,278
3579
$1.67M ﹤0.01%
70,653
-2,817
3580
$1.67M ﹤0.01%
187,163
+92,005
3581
$1.67M ﹤0.01%
49,188
-502
3582
$1.67M ﹤0.01%
36,835
+5,104
3583
$1.67M ﹤0.01%
243,531
+42,882
3584
$1.67M ﹤0.01%
125,042
-33,077
3585
$1.66M ﹤0.01%
43,628
+3,617
3586
$1.66M ﹤0.01%
92,254
-34,454
3587
$1.66M ﹤0.01%
155,566
-37,028
3588
$1.66M ﹤0.01%
104,700
-30,774
3589
$1.66M ﹤0.01%
114,195
-5,170
3590
$1.66M ﹤0.01%
114,806
-71,373
3591
$1.65M ﹤0.01%
76,845
+66,802
3592
$1.65M ﹤0.01%
306,128
+254,628
3593
$1.65M ﹤0.01%
2,248,432
+774,224
3594
$1.65M ﹤0.01%
59,029
+9,754
3595
$1.65M ﹤0.01%
61,938
-2,994
3596
$1.65M ﹤0.01%
248,518
-33,519
3597
$1.64M ﹤0.01%
29,523
+6,489
3598
$1.64M ﹤0.01%
+6,517
3599
$1.64M ﹤0.01%
34,686
-10,583
3600
$1.63M ﹤0.01%
152,396
-5,473
142 143
144
145 146