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
4401
$544K ﹤0.01%
36,426
-137
4402
$544K ﹤0.01%
10,323
-7,450
4403
$543K ﹤0.01%
193,299
-88,218
4404
$542K ﹤0.01%
20,626
+3,382
4405
$542K ﹤0.01%
4,008
-5,077
4406
$542K ﹤0.01%
5,295
-4,600
4407
$539K ﹤0.01%
10,679
+649
4408
$538K ﹤0.01%
53,406
-5,614
4409
$538K ﹤0.01%
39,103
+12,717
4410
$538K ﹤0.01%
+20,809
4411
$537K ﹤0.01%
25,231
+3,286
4412
$537K ﹤0.01%
566,081
-1,100,571
4413
$533K ﹤0.01%
12,050
+4,134
4414
$533K ﹤0.01%
38,833
-3,132
4415
$530K ﹤0.01%
58,430
-115,989
4416
$530K ﹤0.01%
16,642
+135
4417
$528K ﹤0.01%
227,674
+15,600
4418
$528K ﹤0.01%
16,969
-82,353
4419
$526K ﹤0.01%
12,266
+8,495
4420
$525K ﹤0.01%
22,857
-6,102
4421
$524K ﹤0.01%
25,505
-142,500
4422
$523K ﹤0.01%
364
-1,415
4423
$523K ﹤0.01%
3,761
-7,451
4424
$523K ﹤0.01%
83,391
-41,707
4425
$522K ﹤0.01%
18,404
+307
175 176
177
178 179