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
4076
$874K ﹤0.01%
136,221
-1,133,123
4077
$874K ﹤0.01%
192,218
-11,204
4078
$873K ﹤0.01%
61,995
-213,391
4079
$873K ﹤0.01%
112,178
-12,706
4080
$873K ﹤0.01%
56,878
-5,320
4081
$871K ﹤0.01%
47,079
-3,028
4082
$868K ﹤0.01%
22,114
-731
4083
$868K ﹤0.01%
33,976
+1,603
4084
$868K ﹤0.01%
94,539
-16,947
4085
$867K ﹤0.01%
233,043
-17,814
4086
$865K ﹤0.01%
87,435
-23,147
4087
$864K ﹤0.01%
23,643
+3,290
4088
$863K ﹤0.01%
55,576
-1,984
4089
$862K ﹤0.01%
69,820
+13,534
4090
$862K ﹤0.01%
35,671
-186
4091
$858K ﹤0.01%
61,291
-31,025
4092
$854K ﹤0.01%
108,836
-28,962
4093
$854K ﹤0.01%
156,654
+22,626
4094
$854K ﹤0.01%
169,255
+16,976
4095
$854K ﹤0.01%
49,379
-457,955
4096
$852K ﹤0.01%
153,917
+21,472
4097
$849K ﹤0.01%
56,301
-2,287
4098
$848K ﹤0.01%
56,924
+6,674
4099
$846K ﹤0.01%
41,217
-30,608
4100
$841K ﹤0.01%
60,192
-14,212
162 163
164
165 166