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
3626
$1.58M ﹤0.01%
216,915
+157,595
3627
$1.58M ﹤0.01%
76,130
-58,424
3628
$1.58M ﹤0.01%
161,517
-2,178
3629
$1.57M ﹤0.01%
65,255
+18,430
3630
$1.57M ﹤0.01%
44,763
-2,774
3631
$1.57M ﹤0.01%
105,410
+12,898
3632
$1.56M ﹤0.01%
48,096
+14,508
3633
$1.56M ﹤0.01%
152,615
+61,177
3634
$1.56M ﹤0.01%
135,698
+29,263
3635
$1.56M ﹤0.01%
185,849
+674
3636
$1.55M ﹤0.01%
235,248
-110,858
3637
$1.55M ﹤0.01%
122,685
-61,130
3638
$1.55M ﹤0.01%
109,275
-19,037
3639
$1.55M ﹤0.01%
42,000
-251,000
3640
$1.54M ﹤0.01%
32,947
-13,730
3641
$1.54M ﹤0.01%
121,775
-10,093
3642
$1.54M ﹤0.01%
181,208
-76,339
3643
$1.54M ﹤0.01%
70,034
+66,857
3644
$1.53M ﹤0.01%
90,935
+24,966
3645
$1.53M ﹤0.01%
66,581
-12,791
3646
$1.53M ﹤0.01%
374,205
-217,586
3647
$1.53M ﹤0.01%
137,211
+17,523
3648
$1.52M ﹤0.01%
+104,507
3649
$1.52M ﹤0.01%
58,805
-540,393
3650
$1.52M ﹤0.01%
79,763
-15,859
144 145
146
147 148