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
3751
$1.34M ﹤0.01%
144,733
-41,698
3752
$1.34M ﹤0.01%
33,001
+8,920
3753
$1.34M ﹤0.01%
87,231
-10,965
3754
$1.33M ﹤0.01%
51,826
-99,727
3755
$1.33M ﹤0.01%
21,628
+739
3756
$1.33M ﹤0.01%
71,419
+14,146
3757
$1.33M ﹤0.01%
55,260
+22,712
3758
$1.33M ﹤0.01%
52,407
-24,497
3759
$1.32M ﹤0.01%
340,598
+1,590
3760
$1.32M ﹤0.01%
131,191
+3,342
3761
$1.32M ﹤0.01%
21,724
+16,059
3762
$1.32M ﹤0.01%
27,423
-200
3763
$1.32M ﹤0.01%
19,252
-37,785
3764
$1.32M ﹤0.01%
17,810
-595
3765
$1.32M ﹤0.01%
567,849
-28,338
3766
$1.32M ﹤0.01%
102,309
-28,092
3767
$1.31M ﹤0.01%
17,040
+10,237
3768
$1.31M ﹤0.01%
89,328
-52,478
3769
$1.31M ﹤0.01%
74,235
+68,102
3770
$1.31M ﹤0.01%
111,586
-9,503
3771
$1.31M ﹤0.01%
39,607
-61,827
3772
$1.3M ﹤0.01%
119,845
+601
3773
$1.3M ﹤0.01%
172,473
-9,310
3774
$1.3M ﹤0.01%
268,626
+177,313
3775
$1.3M ﹤0.01%
80,002
-135,276
149 150
151
152 153