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
4151
$772K ﹤0.01%
6,604
-3,625
4152
$772K ﹤0.01%
96,018
+36,516
4153
$772K ﹤0.01%
59,208
-58,504
4154
$769K ﹤0.01%
7,723
-2,203
4155
$769K ﹤0.01%
185,803
-150,615
4156
$768K ﹤0.01%
10,185
+6,360
4157
$768K ﹤0.01%
8,778
+169
4158
$767K ﹤0.01%
18,965
-23,342
4159
$767K ﹤0.01%
209,457
-96,614
4160
$766K ﹤0.01%
76,802
+1,503
4161
$766K ﹤0.01%
276,682
-92,738
4162
$764K ﹤0.01%
70,554
-27,002
4163
$764K ﹤0.01%
98,578
-838,576
4164
$763K ﹤0.01%
6,378
-830
4165
$762K ﹤0.01%
39,779
-6,822
4166
$760K ﹤0.01%
18,571
+17,350
4167
$758K ﹤0.01%
69,409
-214,364
4168
– –
0
4169
$757K ﹤0.01%
48,128
-48,232
4170
$757K ﹤0.01%
293,640
+221,360
4171
$757K ﹤0.01%
12,862
+633
4172
$756K ﹤0.01%
68,750
-36,930
4173
$753K ﹤0.01%
43,658
+10,499
4174
$753K ﹤0.01%
98,806
-661,736
4175
$746K ﹤0.01%
18,224
-14,452
165 166
167
168 169