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
5076
$165K ﹤0.01%
6,479
-5,338
5077
$164K ﹤0.01%
25
-481
5078
$164K ﹤0.01%
+8,747
5079
$164K ﹤0.01%
8,915
-491
5080
$162K ﹤0.01%
10,584
-46,635
5081
$162K ﹤0.01%
21,845
+16,845
5082
$161K ﹤0.01%
5,023
+3
5083
$161K ﹤0.01%
6,781
-8,666
5084
$161K ﹤0.01%
+8,178
5085
$160K ﹤0.01%
26,490
-204,437
5086
$160K ﹤0.01%
2,486
-6,097
5087
$159K ﹤0.01%
17,298
-401
5088
$159K ﹤0.01%
7,227
-549,707
5089
$159K ﹤0.01%
11,965
-156
5090
$159K ﹤0.01%
+1,694
5091
$158K ﹤0.01%
49,386
-5,905
5092
$157K ﹤0.01%
12,895
-66,641
5093
$157K ﹤0.01%
25,201
-2,050
5094
$157K ﹤0.01%
7,189
+1,672
5095
$157K ﹤0.01%
8,774
+7,274
5096
$157K ﹤0.01%
12,563
-25,596
5097
$156K ﹤0.01%
13,689
-161,198
5098
$156K ﹤0.01%
5,637
-479,645
5099
$156K ﹤0.01%
7,847
-12,618
5100
$156K ﹤0.01%
9,870
+1,641
202 203
204
205 206