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
4501
$464K ﹤0.01%
10,082
-1,349
4502
$464K ﹤0.01%
27,273
-6,959
4503
$464K ﹤0.01%
60,399
+11,354
4504
$463K ﹤0.01%
37,835
-132,722
4505
$463K ﹤0.01%
34,760
-35,000
4506
$461K ﹤0.01%
4,610
-3,263
4507
$458K ﹤0.01%
4,067
-6,964
4508
$458K ﹤0.01%
15,795
-5,210
4509
$458K ﹤0.01%
63,157
-52,143
4510
$458K ﹤0.01%
26,268
-2,438
4511
$457K ﹤0.01%
50,595
-120
4512
$456K ﹤0.01%
130,784
-15,688
4513
$456K ﹤0.01%
+9,545
4514
$455K ﹤0.01%
24,023
-167,823
4515
$455K ﹤0.01%
24,410
-14,253
4516
$455K ﹤0.01%
3,416
+75
4517
$454K ﹤0.01%
10,988
+155
4518
$453K ﹤0.01%
27,345
+13,095
4519
$453K ﹤0.01%
23,342
-91,376
4520
$452K ﹤0.01%
94,975
+9,140
4521
$452K ﹤0.01%
50,107
-16,662
4522
$451K ﹤0.01%
1,414
-7,760
4523
$448K ﹤0.01%
32,918
+11,796
4524
$448K ﹤0.01%
15,598
+1,393
4525
$447K ﹤0.01%
21,592
+980
179 180
181
182 183