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
3651
$1.52M ﹤0.01%
250,084
-71,001
3652
$1.52M ﹤0.01%
120,356
-82,571
3653
$1.52M ﹤0.01%
96,797
+2,420
3654
$1.52M ﹤0.01%
38,128
-168,557
3655
$1.52M ﹤0.01%
105,951
+28,432
3656
$1.52M ﹤0.01%
70,819
+57,583
3657
$1.51M ﹤0.01%
+60,491
3658
$1.51M ﹤0.01%
80,066
-13,186
3659
$1.51M ﹤0.01%
267,530
+105,140
3660
$1.51M ﹤0.01%
23,671
-3,875
3661
$1.5M ﹤0.01%
174,430
-39,077
3662
$1.5M ﹤0.01%
85,258
-1,361
3663
$1.49M ﹤0.01%
16,882
-33,508
3664
$1.49M ﹤0.01%
94,112
-28,451
3665
$1.49M ﹤0.01%
23,345
-95,116
3666
$1.49M ﹤0.01%
19,821
+11,395
3667
$1.49M ﹤0.01%
238,077
-49,769
3668
$1.49M ﹤0.01%
142,112
-4,938
3669
$1.49M ﹤0.01%
29,485
+3,326
3670
$1.49M ﹤0.01%
357,359
-5,844
3671
$1.48M ﹤0.01%
49,320
+6,421
3672
$1.48M ﹤0.01%
42,767
+19,299
3673
$1.48M ﹤0.01%
27,114
-47,661
3674
$1.48M ﹤0.01%
122,328
-1,377
3675
$1.48M ﹤0.01%
172,411
-38,262
145 146
147
148 149