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
4251
$675K ﹤0.01%
+27,046
4252
$675K ﹤0.01%
13,688
+4
4253
$675K ﹤0.01%
27,703
+1,412
4254
$673K ﹤0.01%
3,679
-11,051
4255
$669K ﹤0.01%
21,517
-16,630
4256
$669K ﹤0.01%
47,459
+4,567
4257
$667K ﹤0.01%
49,234
+13,435
4258
$667K ﹤0.01%
62,324
+1,110
4259
$663K ﹤0.01%
32,753
-10,215
4260
$662K ﹤0.01%
14,242
-829
4261
$658K ﹤0.01%
114,796
-1,612
4262
$658K ﹤0.01%
25,005
-14,465
4263
$651K ﹤0.01%
28,112
+682
4264
$649K ﹤0.01%
5,452
-3,236
4265
$648K ﹤0.01%
94,271
-49,977
4266
$646K ﹤0.01%
106,722
-49,321
4267
$645K ﹤0.01%
47,593
-5,471
4268
$644K ﹤0.01%
13,192
-2,845
4269
$643K ﹤0.01%
840,610
-83,190
4270
$643K ﹤0.01%
73,898
+52,127
4271
$643K ﹤0.01%
37,858
+934
4272
$643K ﹤0.01%
41,177
-5,212
4273
$642K ﹤0.01%
34,506
-24,037
4274
$641K ﹤0.01%
35,812
+23,636
4275
$640K ﹤0.01%
33,558
-19,232
169 170
171
172 173