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
4951
$215K ﹤0.01%
69,467
+33,467
4952
$214K ﹤0.01%
11,076
-660
4953
$214K ﹤0.01%
+8,926
4954
$214K ﹤0.01%
6,464
-225,808
4955
$214K ﹤0.01%
+3,520
4956
$213K ﹤0.01%
5,894
+851
4957
$213K ﹤0.01%
90,873
-117,018
4958
$213K ﹤0.01%
4,660
+48
4959
$212K ﹤0.01%
92,732
-4,257
4960
$212K ﹤0.01%
34,468
-29,899
4961
$212K ﹤0.01%
4,755
-116
4962
$211K ﹤0.01%
+5,905
4963
$211K ﹤0.01%
+1,787
4964
$210K ﹤0.01%
37,865
-14,010
4965
$210K ﹤0.01%
5,518
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4966
$210K ﹤0.01%
8,441
+4,365
4967
$209K ﹤0.01%
21,840
-14,127
4968
$209K ﹤0.01%
20,281
-5,786
4969
$209K ﹤0.01%
12,784
+5,030
4970
$207K ﹤0.01%
17,033
-10,971
4971
$207K ﹤0.01%
14,628
+338
4972
$206K ﹤0.01%
6,448
+39
4973
$205K ﹤0.01%
13,852
-5,724
4974
$205K ﹤0.01%
+9,890
4975
$205K ﹤0.01%
22,483
-24,391
197 198
199
200 201