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
3801
$1.27M ﹤0.01%
31,427
-28,630
3802
$1.27M ﹤0.01%
31,804
+3,355
3803
$1.26M ﹤0.01%
84
-74
3804
$1.26M ﹤0.01%
117,870
+72,680
3805
$1.26M ﹤0.01%
226,704
+35,280
3806
$1.25M ﹤0.01%
78,770
-5,170
3807
$1.25M ﹤0.01%
111,920
+16,643
3808
$1.25M ﹤0.01%
49,799
-28,930
3809
$1.25M ﹤0.01%
133,377
+81,625
3810
$1.25M ﹤0.01%
227,195
+222,060
3811
$1.25M ﹤0.01%
109,084
-1,831
3812
$1.25M ﹤0.01%
85,333
+25,843
3813
$1.25M ﹤0.01%
750,481
-230,974
3814
$1.25M ﹤0.01%
25,160
+9,012
3815
$1.24M ﹤0.01%
46,272
-543
3816
$1.24M ﹤0.01%
142,236
+2,204
3817
$1.24M ﹤0.01%
39,010
-75,755
3818
$1.24M ﹤0.01%
112,764
-43,113
3819
$1.24M ﹤0.01%
67,017
-126,455
3820
$1.24M ﹤0.01%
90,526
+61,301
3821
$1.24M ﹤0.01%
78,973
-13,514
3822
$1.23M ﹤0.01%
122,792
-25,376
3823
$1.23M ﹤0.01%
35,223
-367
3824
$1.23M ﹤0.01%
41,739
+7,806
3825
$1.23M ﹤0.01%
146,858
+105,631
151 152
153
154 155