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
4551
$432K ﹤0.01%
21,415
-86,332
4552
$431K ﹤0.01%
35,210
-67,134
4553
$430K ﹤0.01%
23,131
-56,681
4554
$429K ﹤0.01%
31,365
-13,075
4555
$427K ﹤0.01%
11,638
-13,698
4556
$427K ﹤0.01%
406,933
-185,409
4557
$426K ﹤0.01%
19,751
-3,684
4558
$425K ﹤0.01%
25,278
-18,299
4559
$424K ﹤0.01%
32,576
-29,961
4560
$424K ﹤0.01%
3,019
+1,730
4561
$423K ﹤0.01%
32,800
-3,021
4562
$423K ﹤0.01%
40,536
+3,894
4563
$421K ﹤0.01%
26,908
-822
4564
$420K ﹤0.01%
19,915
-34,063
4565
$419K ﹤0.01%
176
+132
4566
$419K ﹤0.01%
158,688
-487,864
4567
$418K ﹤0.01%
14,915
+7,612
4568
$418K ﹤0.01%
16,698
+87
4569
$418K ﹤0.01%
10,162
-381
4570
$418K ﹤0.01%
24,470
-28,690
4571
$417K ﹤0.01%
26,886
-228,909
4572
$417K ﹤0.01%
26,734
+1,263
4573
$417K ﹤0.01%
19,030
-822
4574
$417K ﹤0.01%
118,586
+85,146
4575
$417K ﹤0.01%
72,862
-140,154
181 182
183
184 185