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
4751
$313K ﹤0.01%
29,117
-7,853
4752
$313K ﹤0.01%
13,759
-298
4753
$312K ﹤0.01%
15,728
+1,742
4754
$312K ﹤0.01%
89,219
+27,193
4755
$311K ﹤0.01%
32,137
-23,309
4756
$311K ﹤0.01%
878
+757
4757
$311K ﹤0.01%
12,671
-474
4758
$310K ﹤0.01%
28,298
-146,180
4759
$309K ﹤0.01%
10,157
+718
4760
$309K ﹤0.01%
35,240
-256,360
4761
$309K ﹤0.01%
35,147
+31,898
4762
$308K ﹤0.01%
192,970
+52,572
4763
$308K ﹤0.01%
78,505
-4,909
4764
$307K ﹤0.01%
28,722
+12,972
4765
$307K ﹤0.01%
24,000
4766
$306K ﹤0.01%
15,200
-572
4767
$305K ﹤0.01%
19,072
-104,298
4768
$304K ﹤0.01%
14,965
-3,216
4769
$304K ﹤0.01%
24,399
+22,096
4770
$303K ﹤0.01%
9,828
+1,438
4771
$303K ﹤0.01%
28,779
+10,830
4772
$302K ﹤0.01%
9,587
-15,652
4773
$302K ﹤0.01%
+16,592
4774
$301K ﹤0.01%
15,019
+653
4775
$301K ﹤0.01%
21,447
-2,766
189 190
191
192 193