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
4051
$895K ﹤0.01%
247,825
-46,325
4052
$895K ﹤0.01%
52,472
+18,910
4053
$894K ﹤0.01%
68,147
-28,571
4054
$893K ﹤0.01%
68,251
-33,770
4055
$893K ﹤0.01%
159,914
-15,002
4056
$892K ﹤0.01%
21,188
-17,586
4057
$891K ﹤0.01%
36,312
+21,956
4058
$890K ﹤0.01%
51,883
-24,743
4059
$890K ﹤0.01%
62,869
-88,918
4060
$888K ﹤0.01%
21,516
+19,409
4061
$887K ﹤0.01%
9,801
-569
4062
$886K ﹤0.01%
71,899
+25,818
4063
$884K ﹤0.01%
13,479
-96,323
4064
$883K ﹤0.01%
66,910
-158,491
4065
$883K ﹤0.01%
113,373
+9,117
4066
$880K ﹤0.01%
67,572
-339
4067
$880K ﹤0.01%
21,891
+7,105
4068
$880K ﹤0.01%
47,660
-7,960
4069
$879K ﹤0.01%
58,165
-4,800
4070
$879K ﹤0.01%
238,174
-1,334,218
4071
$878K ﹤0.01%
219,111
-17,501
4072
$877K ﹤0.01%
25,293
+12,435
4073
$877K ﹤0.01%
66,029
-10,914
4074
$876K ﹤0.01%
3,509
+3,150
4075
$875K ﹤0.01%
59,893
-81,401
161 162
163
164 165