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
4176
$744K ﹤0.01%
26,793
+2,788
4177
$744K ﹤0.01%
115,404
-61,642
4178
$742K ﹤0.01%
89,482
+71,625
4179
$741K ﹤0.01%
16,527
+8,761
4180
$741K ﹤0.01%
47,376
-231,227
4181
$739K ﹤0.01%
70,036
-3,898
4182
$739K ﹤0.01%
60,608
-39,424
4183
$739K ﹤0.01%
30,151
+7,056
4184
$738K ﹤0.01%
+132,596
4185
$738K ﹤0.01%
17,824
+5,107
4186
$734K ﹤0.01%
24,461
-34,137
4187
$731K ﹤0.01%
29,033
-270
4188
$730K ﹤0.01%
462,511
+191,377
4189
$730K ﹤0.01%
44,468
-5,728
4190
$728K ﹤0.01%
115,190
-241,553
4191
$726K ﹤0.01%
23,600
-82,983
4192
$726K ﹤0.01%
220,522
+2,858
4193
$725K ﹤0.01%
54,281
+3,699
4194
$725K ﹤0.01%
60,744
-1,222,446
4195
$724K ﹤0.01%
11,501
-44,470
4196
$723K ﹤0.01%
119,031
-58,439
4197
$723K ﹤0.01%
36,491
+10,177
4198
$722K ﹤0.01%
43,026
-17,414
4199
$721K ﹤0.01%
11,009
-15,249
4200
$720K ﹤0.01%
40,434
-550
166 167
168
169 170