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
4526
$447K ﹤0.01%
29,619
-36,686
4527
$447K ﹤0.01%
97,180
-70,985
4528
$447K ﹤0.01%
13,826
+4,366
4529
$447K ﹤0.01%
+17,265
4530
$446K ﹤0.01%
36,517
+22,349
4531
$444K ﹤0.01%
13,671
+1,764
4532
$443K ﹤0.01%
43,962
-35,213
4533
$442K ﹤0.01%
84,059
-933,601
4534
$442K ﹤0.01%
26,377
+22,825
4535
$441K ﹤0.01%
26,120
+1,689
4536
$440K ﹤0.01%
7,555
-884
4537
$440K ﹤0.01%
10,603
-745
4538
$439K ﹤0.01%
24,654
+8,995
4539
$438K ﹤0.01%
4,891
+403
4540
$437K ﹤0.01%
97,218
+5,956
4541
$437K ﹤0.01%
124,519
+82,845
4542
$437K ﹤0.01%
42,064
+32,744
4543
$436K ﹤0.01%
461
+391
4544
$435K ﹤0.01%
37,468
-23,862
4545
$435K ﹤0.01%
2,320
+1,866
4546
$434K ﹤0.01%
65,440
-2,503
4547
$433K ﹤0.01%
39,405
-478,061
4548
$432K ﹤0.01%
30,893
-9,440
4549
$432K ﹤0.01%
45,895
-31,569
4550
$432K ﹤0.01%
38,570
-8,034
180 181
182
183 184