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
3851
$1.19M ﹤0.01%
32,023
+12,390
3852
$1.19M ﹤0.01%
73,888
-27,501
3853
$1.19M ﹤0.01%
181,816
+176,155
3854
$1.19M ﹤0.01%
1,688
+1,169
3855
$1.18M ﹤0.01%
70,088
-10,085
3856
$1.18M ﹤0.01%
100,150
-58,728
3857
$1.18M ﹤0.01%
101,753
-14,465
3858
$1.18M ﹤0.01%
119,433
+4,253
3859
$1.18M ﹤0.01%
75,122
-13,793
3860
$1.18M ﹤0.01%
68,334
-147,161
3861
$1.18M ﹤0.01%
28,857
+9,583
3862
$1.17M ﹤0.01%
217,718
-1,087
3863
$1.17M ﹤0.01%
+49,514
3864
$1.17M ﹤0.01%
315,786
-46,499
3865
$1.17M ﹤0.01%
36,213
+10,215
3866
$1.17M ﹤0.01%
493,524
-616,677
3867
$1.17M ﹤0.01%
2,424
+206
3868
$1.16M ﹤0.01%
77,737
-16,513
3869
$1.16M ﹤0.01%
122,813
+6,259
3870
$1.16M ﹤0.01%
76,640
+18,376
3871
$1.16M ﹤0.01%
102,153
-87,779
3872
$1.15M ﹤0.01%
415,740
-50,590
3873
$1.15M ﹤0.01%
363,501
+63,786
3874
$1.15M ﹤0.01%
1,136,246
+751,636
3875
$1.15M ﹤0.01%
245,699
+222,527
153 154
155
156 157