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
4026
$922K ﹤0.01%
37,341
-67,725
4027
$921K ﹤0.01%
25,221
-2,879
4028
$921K ﹤0.01%
33,867
+26,413
4029
$921K ﹤0.01%
67,660
+3,291
4030
$919K ﹤0.01%
7,479
+5,456
4031
$917K ﹤0.01%
34,338
-5,966
4032
$917K ﹤0.01%
28,672
+13,636
4033
$916K ﹤0.01%
58,078
-14,550
4034
$916K ﹤0.01%
203,139
-49,730
4035
$913K ﹤0.01%
78,997
+12,204
4036
$913K ﹤0.01%
46,790
-25,441
4037
$913K ﹤0.01%
99,247
-16,842
4038
$912K ﹤0.01%
26,401
+2,458
4039
$910K ﹤0.01%
52,780
-300,006
4040
$909K ﹤0.01%
34,072
+6,286
4041
$908K ﹤0.01%
+96,060
4042
$907K ﹤0.01%
32,316
-1,773
4043
$906K ﹤0.01%
82,484
-96,253
4044
$905K ﹤0.01%
30,045
+2,288
4045
$903K ﹤0.01%
44,000
-26,716
4046
$902K ﹤0.01%
27,422
-44,024
4047
$899K ﹤0.01%
68,441
-2,408
4048
$897K ﹤0.01%
20,702
-14,285
4049
$897K ﹤0.01%
137,215
+12,727
4050
$896K ﹤0.01%
24,725
+5,875
160 161
162
163 164