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
4226
$701K ﹤0.01%
355,298
-184,015
4227
$700K ﹤0.01%
48,475
+325
4228
$696K ﹤0.01%
20,483
-1,438
4229
$693K ﹤0.01%
19,976
-5,194
4230
$693K ﹤0.01%
60,143
-175,689
4231
$693K ﹤0.01%
30,463
-22,039
4232
$691K ﹤0.01%
16,949
+5,814
4233
$691K ﹤0.01%
47,247
-242,383
4234
$691K ﹤0.01%
51,333
+51,146
4235
$690K ﹤0.01%
10,409
+4,189
4236
$690K ﹤0.01%
22,768
+8,828
4237
$689K ﹤0.01%
125,294
-62,838
4238
$688K ﹤0.01%
186,239
+128,051
4239
$687K ﹤0.01%
32,046
+8,480
4240
$687K ﹤0.01%
48,971
-945
4241
$687K ﹤0.01%
67,939
+11,661
4242
$685K ﹤0.01%
2,854
-13,649
4243
$685K ﹤0.01%
9,414
+7,415
4244
$684K ﹤0.01%
51,117
+33,124
4245
$683K ﹤0.01%
27,330
-231,736
4246
$678K ﹤0.01%
968,834
-84
4247
$677K ﹤0.01%
180,573
4248
$677K ﹤0.01%
422,792
-168,365
4249
$677K ﹤0.01%
191,460
-708,413
4250
$676K ﹤0.01%
32,980
-14,266
168 169
170
171 172