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
4351
$571K ﹤0.01%
140,343
+115,425
4352
$571K ﹤0.01%
26,920
-18,554
4353
$571K ﹤0.01%
9,984
-7,924
4354
$570K ﹤0.01%
546
-340
4355
$570K ﹤0.01%
+22,485
4356
$569K ﹤0.01%
22,521
-15,093
4357
$569K ﹤0.01%
29,215
-16,186
4358
$568K ﹤0.01%
83,345
-31,851
4359
$567K ﹤0.01%
10,055
-6,278
4360
$567K ﹤0.01%
41,588
-72,129
4361
$566K ﹤0.01%
22,841
-70,793
4362
$566K ﹤0.01%
27,064
-27,932
4363
$566K ﹤0.01%
35,198
-33,527
4364
$566K ﹤0.01%
37,942
-531
4365
$566K ﹤0.01%
23,360
-59,801
4366
$565K ﹤0.01%
78,922
+30,057
4367
$565K ﹤0.01%
23,263
-27,450
4368
$565K ﹤0.01%
28,237
+6,074
4369
$565K ﹤0.01%
39,117
+33,430
4370
$564K ﹤0.01%
80,000
+64,295
4371
$564K ﹤0.01%
34,952
-89,697
4372
$563K ﹤0.01%
10,025
-18,687
4373
$563K ﹤0.01%
+36,261
4374
$562K ﹤0.01%
+24,286
4375
$562K ﹤0.01%
73,141
-3,670,342
173 174
175
176 177