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
4776
$301K ﹤0.01%
19,438
-3,118
4777
$300K ﹤0.01%
35,704
-116,242
4778
$300K ﹤0.01%
36,250
+35,803
4779
$299K ﹤0.01%
5,720
+5,058
4780
$299K ﹤0.01%
944
+741
4781
$299K ﹤0.01%
42,838
-1,611
4782
$299K ﹤0.01%
7,673
-588
4783
$298K ﹤0.01%
14,460
+12,211
4784
$298K ﹤0.01%
19,489
-330
4785
$297K ﹤0.01%
29,651
-155,107
4786
$296K ﹤0.01%
36,822
-116,078
4787
$295K ﹤0.01%
8,447
+6,641
4788
$294K ﹤0.01%
29,938
-13,812
4789
$294K ﹤0.01%
20,811
+3,221
4790
$292K ﹤0.01%
14,688
-5,488
4791
$292K ﹤0.01%
5,502
-10,675
4792
$290K ﹤0.01%
20,623
-27,935
4793
$290K ﹤0.01%
11,528
-4,180
4794
$289K ﹤0.01%
7,133
+6,164
4795
$289K ﹤0.01%
47,978
-820,683
4796
$287K ﹤0.01%
33,468
-6,838
4797
$287K ﹤0.01%
5,660
+200
4798
$286K ﹤0.01%
30,038
-9,306
4799
$286K ﹤0.01%
17,186
+13,089
4800
$283K ﹤0.01%
53,336
+7,408
190 191
192
193 194