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
4976
$204K ﹤0.01%
15,829
+4,724
4977
$204K ﹤0.01%
15,269
-261,827
4978
$204K ﹤0.01%
19,108
-143,679
4979
$203K ﹤0.01%
9,565
-8,391
4980
$203K ﹤0.01%
60,014
+41,933
4981
$203K ﹤0.01%
303,769
-692,830
4982
$202K ﹤0.01%
6,898
+56
4983
$202K ﹤0.01%
10,372
-4,823
4984
$202K ﹤0.01%
17,931
-108,987
4985
$202K ﹤0.01%
18,437
+8,539
4986
$201K ﹤0.01%
8,886
-21,338
4987
$200K ﹤0.01%
6,191
-12,884
4988
$200K ﹤0.01%
16,559
+14
4989
$198K ﹤0.01%
309
+283
4990
$198K ﹤0.01%
21,720
-30,756
4991
$197K ﹤0.01%
5,062
-9,396
4992
$197K ﹤0.01%
1,306
+530
4993
$197K ﹤0.01%
29,500
+7,494
4994
$196K ﹤0.01%
12,085
-31,523
4995
$196K ﹤0.01%
10,938
+9,280
4996
$196K ﹤0.01%
15
+14
4997
$194K ﹤0.01%
15,651
-119,734
4998
$193K ﹤0.01%
10,128
-18,912
4999
$193K ﹤0.01%
36,858
+4,947
5000
$193K ﹤0.01%
12,900
198 199
200
201 202