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
3976
$983K ﹤0.01%
34,940
+29,464
3977
$982K ﹤0.01%
38,234
+6,146
3978
$980K ﹤0.01%
3,462
+3,066
3979
$976K ﹤0.01%
30,074
+18,984
3980
$975K ﹤0.01%
123,883
-316,219
3981
$974K ﹤0.01%
+23,798
3982
$974K ﹤0.01%
44,483
+35,299
3983
$972K ﹤0.01%
74,342
-20,157
3984
$970K ﹤0.01%
56,747
+55,202
3985
$969K ﹤0.01%
66,434
+4,575
3986
$966K ﹤0.01%
100,566
-55,127
3987
$966K ﹤0.01%
129,670
+18,825
3988
$966K ﹤0.01%
42,137
-2,492
3989
$965K ﹤0.01%
12,923
+142
3990
$963K ﹤0.01%
9,576
+670
3991
$957K ﹤0.01%
28,174
+5,710
3992
$955K ﹤0.01%
226,112
+41,111
3993
$955K ﹤0.01%
37,998
+20,689
3994
$955K ﹤0.01%
26,924
+4
3995
$953K ﹤0.01%
57,118
+11,866
3996
$951K ﹤0.01%
42,458
-18,384
3997
$950K ﹤0.01%
61,502
-1,924
3998
$949K ﹤0.01%
527,310
+139,836
3999
$948K ﹤0.01%
16,604
-10,498
4000
$948K ﹤0.01%
15,412
-3,560
158 159
160
161 162