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
4451
$502K ﹤0.01%
1,161
+377
4452
$501K ﹤0.01%
5,205
-4,170
4453
$501K ﹤0.01%
19,551
+5,052
4454
$501K ﹤0.01%
80,871
+79,334
4455
$501K ﹤0.01%
15,672
-4,215
4456
$498K ﹤0.01%
36,918
+10,151
4457
$498K ﹤0.01%
23,712
-3,135
4458
$497K ﹤0.01%
38,020
+10,198
4459
$496K ﹤0.01%
521,319
-265,061
4460
$495K ﹤0.01%
34,907
+11,429
4461
$495K ﹤0.01%
26,980
-36,339
4462
$494K ﹤0.01%
16,801
-1,998
4463
$494K ﹤0.01%
244,260
+60,075
4464
$494K ﹤0.01%
72,212
-10,059
4465
$493K ﹤0.01%
32,205
+31,205
4466
$490K ﹤0.01%
81,138
-13,148
4467
$489K ﹤0.01%
160,826
-121,380
4468
$489K ﹤0.01%
42,138
+4,003
4469
$489K ﹤0.01%
68,428
-23,635
4470
$488K ﹤0.01%
36,275
-29,060
4471
$487K ﹤0.01%
34,512
+5,119
4472
$487K ﹤0.01%
23,816
+1,020
4473
$487K ﹤0.01%
61,297
-6,258
4474
$486K ﹤0.01%
74,761
-184,969
4475
$485K ﹤0.01%
7,971
-1,464
177 178
179
180 181