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
4301
$615K ﹤0.01%
19,191
+328
4302
$613K ﹤0.01%
45,732
-136
4303
$613K ﹤0.01%
44,906
+18,767
4304
$611K ﹤0.01%
33,437
-179
4305
$610K ﹤0.01%
47,310
+26,312
4306
$609K ﹤0.01%
136,485
-706
4307
$608K ﹤0.01%
38,611
+2,451
4308
$607K ﹤0.01%
33,500
+1,742
4309
$606K ﹤0.01%
327,414
-421,968
4310
$605K ﹤0.01%
30,719
+11,052
4311
$602K ﹤0.01%
42,349
+39,519
4312
$602K ﹤0.01%
23,862
+4,416
4313
$601K ﹤0.01%
122,720
-258,720
4314
$601K ﹤0.01%
228,429
+20,275
4315
$600K ﹤0.01%
49,408
+7,126
4316
$599K ﹤0.01%
56,784
+1,020
4317
$598K ﹤0.01%
32,896
-10,949
4318
$598K ﹤0.01%
+23,947
4319
$596K ﹤0.01%
60,527
+22,812
4320
$596K ﹤0.01%
712,098
-2,101,203
4321
$595K ﹤0.01%
31,015
-2,459
4322
$595K ﹤0.01%
+23,913
4323
$594K ﹤0.01%
762
-122
4324
$593K ﹤0.01%
16,667
-33,097
4325
$593K ﹤0.01%
56,448
+46,100
171 172
173
174 175