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
4476
$485K ﹤0.01%
31,756
-38,747
4477
$484K ﹤0.01%
36,844
+65
4478
$483K ﹤0.01%
62,581
+21,248
4479
$483K ﹤0.01%
8,756
-15,058
4480
$481K ﹤0.01%
71,426
+59,713
4481
$480K ﹤0.01%
+233,221
4482
$479K ﹤0.01%
44,386
+1,402
4483
$476K ﹤0.01%
146,329
-64,803
4484
$476K ﹤0.01%
36,097
-1,761
4485
$476K ﹤0.01%
+18,940
4486
$475K ﹤0.01%
51,235
-108,268
4487
$475K ﹤0.01%
16,677
+16,324
4488
$475K ﹤0.01%
48,486
+33,288
4489
$474K ﹤0.01%
224,569
-69,869
4490
$473K ﹤0.01%
18,528
-69,452
4491
$473K ﹤0.01%
10,600
-10,415
4492
$473K ﹤0.01%
123,946
-714,857
4493
$473K ﹤0.01%
12,999
-614
4494
$473K ﹤0.01%
4,660
-991
4495
$472K ﹤0.01%
24,472
-246,063
4496
$472K ﹤0.01%
+47,139
4497
$471K ﹤0.01%
41,073
-7,133
4498
$468K ﹤0.01%
12,734
-7,080
4499
$467K ﹤0.01%
16,315
+8,923
4500
$467K ﹤0.01%
28,686
-2,854
178 179
180
181 182