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
4901
$237K ﹤0.01%
15,633
+1,271
4902
$235K ﹤0.01%
7,773
-53,579
4903
$235K ﹤0.01%
8,307
-190
4904
$234K ﹤0.01%
10,661
-2,477
4905
$234K ﹤0.01%
27,824
-42,360
4906
$234K ﹤0.01%
11,559
+1,243
4907
$233K ﹤0.01%
6,462
-54,485
4908
$233K ﹤0.01%
46,019
+13,727
4909
$233K ﹤0.01%
9,041
+4,631
4910
$233K ﹤0.01%
3,158
+77
4911
$232K ﹤0.01%
+12,465
4912
$232K ﹤0.01%
66,797
+29,983
4913
$231K ﹤0.01%
39,582
-3,305
4914
$231K ﹤0.01%
8,422
+5,268
4915
– –
0
4916
$230K ﹤0.01%
4,409
-692
4917
$230K ﹤0.01%
28,208
-8,772
4918
$230K ﹤0.01%
16,607
-1,000
4919
$229K ﹤0.01%
7,308
+4,018
4920
$228K ﹤0.01%
+8,895
4921
$228K ﹤0.01%
16,943
4922
$227K ﹤0.01%
15,955
-162
4923
$227K ﹤0.01%
33,541
+23,921
4924
$226K ﹤0.01%
8,322
-7,295
4925
$226K ﹤0.01%
21,746
-6,576
195 196
197
198 199