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
4876
$249K ﹤0.01%
307,098
+33,813
4877
$247K ﹤0.01%
15,426
-436,171
4878
$247K ﹤0.01%
48,272
-151,449
4879
$247K ﹤0.01%
10,519
-7,503
4880
$246K ﹤0.01%
24,762
+1,613
4881
$246K ﹤0.01%
9,994
-782
4882
$246K ﹤0.01%
15,998
-78
4883
$246K ﹤0.01%
13,584
-3,587
4884
$246K ﹤0.01%
68,300
+44,900
4885
$245K ﹤0.01%
16,797
-44,115
4886
$245K ﹤0.01%
6,781
-19,218
4887
$245K ﹤0.01%
23,249
-28,301
4888
$245K ﹤0.01%
48,070
+4,760
4889
$245K ﹤0.01%
14,561
+2,248
4890
$244K ﹤0.01%
7,753
-22,738
4891
$244K ﹤0.01%
85,635
+335
4892
$244K ﹤0.01%
21,299
+5,989
4893
$243K ﹤0.01%
20,051
-183
4894
$243K ﹤0.01%
13,866
-115,828
4895
$242K ﹤0.01%
11,364
-102,320
4896
$241K ﹤0.01%
10,928
+5,786
4897
$240K ﹤0.01%
48,832
+47,120
4898
$240K ﹤0.01%
14,682
-363,550
4899
$239K ﹤0.01%
98,993
-13,235
4900
$239K ﹤0.01%
+175
194 195
196
197 198