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
3901
$1.1M ﹤0.01%
22,509
+9,805
3902
$1.1M ﹤0.01%
1,821
-1,821
3903
$1.1M ﹤0.01%
41,331
-24,535
3904
$1.09M ﹤0.01%
21,699
+15,918
3905
$1.09M ﹤0.01%
24,187
-22,865
3906
$1.09M ﹤0.01%
174,804
+45,083
3907
$1.09M ﹤0.01%
27,622
-90,379
3908
$1.09M ﹤0.01%
67,651
-3,066
3909
$1.09M ﹤0.01%
54,367
+5,182
3910
$1.09M ﹤0.01%
67,800
-12,574
3911
$1.08M ﹤0.01%
46,209
-21,171
3912
$1.08M ﹤0.01%
296,732
+8,935
3913
$1.08M ﹤0.01%
31,479
-12,816
3914
$1.08M ﹤0.01%
28,265
-2,167
3915
$1.08M ﹤0.01%
43,290
+14,986
3916
$1.08M ﹤0.01%
20,635
-10,186
3917
$1.08M ﹤0.01%
61,740
-133,874
3918
$1.07M ﹤0.01%
71,385
+43,381
3919
$1.07M ﹤0.01%
103,804
+12,646
3920
$1.07M ﹤0.01%
55,597
+9,667
3921
$1.06M ﹤0.01%
37,784
+8,612
3922
$1.06M ﹤0.01%
85,754
+9,645
3923
$1.06M ﹤0.01%
56,289
-17,826
3924
$1.05M ﹤0.01%
104,490
-965
3925
$1.05M ﹤0.01%
34,093
+34,019
155 156
157
158 159