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
4801
$282K ﹤0.01%
26,016
-333,963
4802
$281K ﹤0.01%
178,078
+916
4803
$281K ﹤0.01%
24,612
-21,069
4804
$280K ﹤0.01%
11,480
-30,682
4805
$279K ﹤0.01%
22,372
-36,054
4806
$279K ﹤0.01%
964
+813
4807
$279K ﹤0.01%
14
-21
4808
$279K ﹤0.01%
15,389
+6,507
4809
$279K ﹤0.01%
15,090
-2,353
4810
$279K ﹤0.01%
+15,287
4811
$277K ﹤0.01%
8,789
+495
4812
$276K ﹤0.01%
1,069
+770
4813
$276K ﹤0.01%
13,836
-3,107
4814
$275K ﹤0.01%
11,393
+3,039
4815
$275K ﹤0.01%
28,305
-8,310
4816
$275K ﹤0.01%
48,928
-417,609
4817
$274K ﹤0.01%
10,993
-22,854
4818
$274K ﹤0.01%
18,198
+362
4819
$273K ﹤0.01%
117,294
+114,871
4820
$272K ﹤0.01%
1,250
-760
4821
$272K ﹤0.01%
26,951
-187,185
4822
$271K ﹤0.01%
7,011
-38,509
4823
$271K ﹤0.01%
20,564
-979
4824
$271K ﹤0.01%
15,731
-436
4825
$270K ﹤0.01%
7,322
-11,347
191 192
193
194 195