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
4101
$839K ﹤0.01%
69,175
-14,823
4102
$836K ﹤0.01%
232,278
+10,840
4103
$834K ﹤0.01%
122,516
+56,543
4104
$832K ﹤0.01%
92,901
-4,489
4105
$831K ﹤0.01%
65,160
+18,250
4106
$830K ﹤0.01%
88,735
+21,589
4107
$830K ﹤0.01%
24,705
-17,841
4108
$827K ﹤0.01%
127,191
+36,352
4109
$826K ﹤0.01%
19,545
+9,889
4110
$820K ﹤0.01%
282,044
-245,722
4111
$819K ﹤0.01%
25,665
-2,854
4112
$819K ﹤0.01%
37,589
-16,487
4113
$819K ﹤0.01%
16,465
-7,533
4114
$819K ﹤0.01%
32,634
-2,953
4115
$814K ﹤0.01%
3,783
-1,027
4116
$813K ﹤0.01%
52,027
+3,882
4117
$812K ﹤0.01%
30,008
+387
4118
$809K ﹤0.01%
30,697
+3,189
4119
$809K ﹤0.01%
39,683
+38,664
4120
$806K ﹤0.01%
30,575
-22,154
4121
$805K ﹤0.01%
70,223
+16,849
4122
$803K ﹤0.01%
25,245
-164,864
4123
$803K ﹤0.01%
43,041
+36,392
4124
$802K ﹤0.01%
14,270
-10,235
4125
$800K ﹤0.01%
39,101
-4,225
163 164
165
166 167