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
4126
$800K ﹤0.01%
37,959
+25,206
4127
$798K ﹤0.01%
82,738
-8,716
4128
$797K ﹤0.01%
44,180
+6,462
4129
$796K ﹤0.01%
46,717
+1,707
4130
$796K ﹤0.01%
45,685
+16,023
4131
$795K ﹤0.01%
60,846
-29,597
4132
$794K ﹤0.01%
34,604
-4,185
4133
$794K ﹤0.01%
39,495
-34,863
4134
$793K ﹤0.01%
57,945
+8,050
4135
$792K ﹤0.01%
17,054
-40,543
4136
$790K ﹤0.01%
92,961
-11,394
4137
$789K ﹤0.01%
46,083
+8,367
4138
$787K ﹤0.01%
53,259
-5,007
4139
$786K ﹤0.01%
58,512
+26,304
4140
$784K ﹤0.01%
254,582
+114,437
4141
$784K ﹤0.01%
150,916
+22,335
4142
$783K ﹤0.01%
65,345
+9,914
4143
$783K ﹤0.01%
4,996
+1,171
4144
$782K ﹤0.01%
1,260
+949
4145
$782K ﹤0.01%
37,347
+25,247
4146
$782K ﹤0.01%
107,990
+1,857
4147
$778K ﹤0.01%
41,626
-4,173
4148
$777K ﹤0.01%
547,704
-121,751
4149
$777K ﹤0.01%
41,273
+4,843
4150
$774K ﹤0.01%
45,499
+20,112
164 165
166
167 168