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
3951
$1.01M ﹤0.01%
46,456
+37,267
3952
$1.01M ﹤0.01%
36,299
-59,170
3953
$1.01M ﹤0.01%
31,370
-12,294
3954
$1.01M ﹤0.01%
113,788
+26,847
3955
$1M ﹤0.01%
158,993
-188,646
3956
$1M ﹤0.01%
48,640
+7,460
3957
$1M ﹤0.01%
8,605
+5,347
3958
$1M ﹤0.01%
28,668
-20,010
3959
$998K ﹤0.01%
109,432
-41,741
3960
$998K ﹤0.01%
19,141
+13,239
3961
$998K ﹤0.01%
24,504
+147
3962
$998K ﹤0.01%
119,377
-111,476
3963
$998K ﹤0.01%
225,636
-142,616
3964
$996K ﹤0.01%
27,503
-29,677
3965
$994K ﹤0.01%
93,176
+7,389
3966
$994K ﹤0.01%
21,180
+15,754
3967
$993K ﹤0.01%
40,084
-357
3968
$992K ﹤0.01%
26,504
-29,780
3969
$991K ﹤0.01%
191,365
-1,071,330
3970
$990K ﹤0.01%
91,292
-98,540
3971
$988K ﹤0.01%
15,506
-3,139
3972
$988K ﹤0.01%
11,105
-1,636
3973
$986K ﹤0.01%
109,794
+22,949
3974
$985K ﹤0.01%
70,567
-75,369
3975
$985K ﹤0.01%
131,347
-3,218
157 158
159
160 161