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
4851
$258K ﹤0.01%
4,728
+1,381
4852
$258K ﹤0.01%
29,632
+14,725
4853
$258K ﹤0.01%
16,975
+15,844
4854
$258K ﹤0.01%
25,167
-4,419
4855
$257K ﹤0.01%
1,292
-7,604
4856
$256K ﹤0.01%
16,715
-18,999
4857
$256K ﹤0.01%
16,062
+10,196
4858
$255K ﹤0.01%
6,880
+2,254
4859
$255K ﹤0.01%
17,992
-3,340
4860
$255K ﹤0.01%
4,693
-20,568
4861
$254K ﹤0.01%
17,385
-1,915
4862
$254K ﹤0.01%
16,570
-24,905
4863
$254K ﹤0.01%
19,864
+5,039
4864
$254K ﹤0.01%
10,322
+3,872
4865
$254K ﹤0.01%
8,743
-2,830
4866
$253K ﹤0.01%
10,629
-20,828
4867
$252K ﹤0.01%
6,658
-476
4868
$251K ﹤0.01%
21,074
+14,707
4869
$251K ﹤0.01%
27,816
+9,906
4870
$251K ﹤0.01%
26,917
+12,366
4871
$250K ﹤0.01%
22,958
+3,545
4872
$250K ﹤0.01%
21,030
+10,130
4873
$250K ﹤0.01%
25,196
+10,706
4874
$250K ﹤0.01%
18,235
-2,673
4875
$249K ﹤0.01%
10,087
-10,305
193 194
195
196 197