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
3676
$1.47M ﹤0.01%
52,817
+18,814
3677
$1.47M ﹤0.01%
26,251
-14,136
3678
$1.47M ﹤0.01%
111,551
+1,650
3679
$1.47M ﹤0.01%
67,174
+874
3680
$1.47M ﹤0.01%
167,752
-3,616
3681
$1.47M ﹤0.01%
71,747
-41,204
3682
$1.47M ﹤0.01%
78,960
-32,042
3683
$1.47M ﹤0.01%
50,029
-159,962
3684
$1.46M ﹤0.01%
31,015
+17,553
3685
$1.46M ﹤0.01%
8
+2
3686
$1.46M ﹤0.01%
113,646
+14,513
3687
$1.46M ﹤0.01%
150,054
+1,018
3688
$1.46M ﹤0.01%
48,249
-160,362
3689
$1.45M ﹤0.01%
50,420
+38,028
3690
$1.45M ﹤0.01%
117,075
+52,826
3691
$1.45M ﹤0.01%
83,770
+38,628
3692
$1.45M ﹤0.01%
33,484
-67,640
3693
$1.45M ﹤0.01%
65,915
-42,416
3694
$1.45M ﹤0.01%
58,320
+56,814
3695
$1.44M ﹤0.01%
467,902
+40,311
3696
$1.44M ﹤0.01%
53,142
+46,965
3697
$1.44M ﹤0.01%
291
-208
3698
$1.44M ﹤0.01%
54,152
+3,916
3699
$1.44M ﹤0.01%
79,536
+8
3700
$1.44M ﹤0.01%
46,354
-10,678
146 147
148
149 150