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
3726
$1.38M ﹤0.01%
82,225
+4,622
3727
$1.38M ﹤0.01%
60,686
-19,360
3728
$1.38M ﹤0.01%
129,765
+6,407
3729
$1.38M ﹤0.01%
119,702
+8,663
3730
$1.38M ﹤0.01%
62,015
-66,345
3731
$1.38M ﹤0.01%
178,827
-6,132
3732
$1.38M ﹤0.01%
37,737
-150,048
3733
$1.37M ﹤0.01%
50,607
-109,789
3734
$1.37M ﹤0.01%
28,716
-5,691
3735
$1.37M ﹤0.01%
51,261
+31,559
3736
$1.37M ﹤0.01%
68,569
-1,314
3737
$1.37M ﹤0.01%
236,088
-675,097
3738
$1.37M ﹤0.01%
314,288
+10,067
3739
$1.37M ﹤0.01%
37,209
-55
3740
$1.37M ﹤0.01%
35,533
-15,148
3741
$1.36M ﹤0.01%
300
+255
3742
$1.36M ﹤0.01%
46,716
-105,861
3743
$1.35M ﹤0.01%
186,647
+11,324
3744
$1.35M ﹤0.01%
+49,102
3745
$1.35M ﹤0.01%
56,851
-2,991
3746
$1.35M ﹤0.01%
53,820
-35,876
3747
$1.35M ﹤0.01%
+30,213
3748
$1.34M ﹤0.01%
156,782
-20,214
3749
$1.34M ﹤0.01%
56,279
-605,103
3750
$1.34M ﹤0.01%
171,863
-51,059
148 149
150
151 152