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
5001
$193K ﹤0.01%
15,964
-37,277
5002
$192K ﹤0.01%
109,688
-5,659
5003
$192K ﹤0.01%
17,027
-981
5004
$192K ﹤0.01%
7,543
+1,677
5005
$191K ﹤0.01%
1,977
+544
5006
$191K ﹤0.01%
2,748
-508
5007
$191K ﹤0.01%
27,404
-973
5008
$191K ﹤0.01%
13,305
-7,487
5009
$190K ﹤0.01%
9,616
+3,424
5010
$190K ﹤0.01%
4,052
-966
5011
$190K ﹤0.01%
1,611
+923
5012
$189K ﹤0.01%
15,779
-20,559
5013
$189K ﹤0.01%
1,181
+541
5014
$189K ﹤0.01%
25,377
+3,452
5015
$188K ﹤0.01%
6,392
+438
5016
$188K ﹤0.01%
8,220
-1,265
5017
$188K ﹤0.01%
91,709
-234,510
5018
$187K ﹤0.01%
11,199
-60,934
5019
$187K ﹤0.01%
15,000
-12,131
5020
$186K ﹤0.01%
17,148
+10,268
5021
$185K ﹤0.01%
35,059
-11,923
5022
$185K ﹤0.01%
27,529
+26,860
5023
$185K ﹤0.01%
57,488
+42,188
5024
$185K ﹤0.01%
8,192
-32,104
5025
$185K ﹤0.01%
14,671
+11,539
199 200
201
202 203