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
3601
$1.63M ﹤0.01%
55,065
-116
3602
$1.63M ﹤0.01%
87,500
+53,286
3603
$1.63M ﹤0.01%
107,218
+503
3604
$1.62M ﹤0.01%
6,573
-1,919
3605
$1.62M ﹤0.01%
18,283
-40,264
3606
$1.62M ﹤0.01%
57,225
-80,483
3607
$1.62M ﹤0.01%
63,607
+767
3608
$1.62M ﹤0.01%
88,122
+7,456
3609
$1.61M ﹤0.01%
102,719
-945
3610
$1.61M ﹤0.01%
93,583
-69,128
3611
$1.61M ﹤0.01%
30,858
+331
3612
$1.61M ﹤0.01%
42,584
-484,459
3613
$1.61M ﹤0.01%
68,453
-44,340
3614
$1.61M ﹤0.01%
26,093
-55,066
3615
$1.6M ﹤0.01%
134,175
-67,087
3616
$1.6M ﹤0.01%
123,366
+46,464
3617
$1.6M ﹤0.01%
199,663
-17,830
3618
$1.59M ﹤0.01%
22,023
+2,308
3619
$1.59M ﹤0.01%
38,944
+19,004
3620
$1.59M ﹤0.01%
5,849
+2
3621
$1.59M ﹤0.01%
85,882
+4,794
3622
$1.59M ﹤0.01%
226,252
+88,426
3623
$1.58M ﹤0.01%
49,204
-1,216
3624
$1.58M ﹤0.01%
70,918
+24,344
3625
$1.58M ﹤0.01%
42,206
+37,860
143 144
145
146 147