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
4426
$521K ﹤0.01%
26,333
+1,674
4427
$520K ﹤0.01%
505,486
-1,161,259
4428
$519K ﹤0.01%
5,210
+1,960
4429
$519K ﹤0.01%
32,712
-70,707
4430
$518K ﹤0.01%
17,436
+587
4431
$515K ﹤0.01%
12,841
-8,332
4432
$515K ﹤0.01%
69,268
+59,308
4433
$515K ﹤0.01%
59,272
-104,011
4434
$514K ﹤0.01%
+16,959
4435
$514K ﹤0.01%
28,223
+10,547
4436
$512K ﹤0.01%
131,520
+130,370
4437
$512K ﹤0.01%
31,348
-10,057
4438
$512K ﹤0.01%
5,647
+871
4439
$511K ﹤0.01%
9,322
-3,716
4440
$511K ﹤0.01%
32,001
+8,915
4441
$510K ﹤0.01%
20,932
-9,926
4442
$510K ﹤0.01%
65,201
-94,833
4443
$509K ﹤0.01%
20,907
+1,414
4444
$505K ﹤0.01%
26,752
+21,776
4445
$505K ﹤0.01%
83,467
+29,182
4446
$504K ﹤0.01%
9,777
-20,390
4447
$504K ﹤0.01%
7,246
+1,694
4448
$503K ﹤0.01%
16,418
-4,090
4449
$503K ﹤0.01%
21,783
-7,809
4450
$502K ﹤0.01%
44,148
-6,614
176 177
178
179 180