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
4201
$719K ﹤0.01%
43,503
-94,863
4202
$719K ﹤0.01%
15,204
-331
4203
$717K ﹤0.01%
14,378
+9,682
4204
$716K ﹤0.01%
37,613
-30,820
4205
$716K ﹤0.01%
99,475
-145,463
4206
$716K ﹤0.01%
20,672
-14,688
4207
$715K ﹤0.01%
9,869
+1,041
4208
$714K ﹤0.01%
1,838
+250
4209
$714K ﹤0.01%
42,000
-324,000
4210
$713K ﹤0.01%
114
-37
4211
$713K ﹤0.01%
33,226
+13,547
4212
$712K ﹤0.01%
31,770
-3,606
4213
$711K ﹤0.01%
20,799
+17,239
4214
$710K ﹤0.01%
16,333
+1,040
4215
$708K ﹤0.01%
59,399
-3,190
4216
$708K ﹤0.01%
5
+1
4217
$708K ﹤0.01%
32,911
+3,382
4218
$707K ﹤0.01%
29,702
-8,088
4219
$705K ﹤0.01%
1,611
+1,053
4220
$704K ﹤0.01%
31,589
-3,935
4221
$704K ﹤0.01%
34,856
+2,429
4222
$704K ﹤0.01%
15,079
+931
4223
$702K ﹤0.01%
13,935
-1,399
4224
$702K ﹤0.01%
12,812
-1,657
4225
$701K ﹤0.01%
+25,505
167 168
169
170 171