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
5176
$130K ﹤0.01%
13,336
+3,067
5177
$129K ﹤0.01%
9,454
-4,182
5178
$129K ﹤0.01%
7,815
-37,248
5179
$128K ﹤0.01%
12,879
-21,669
5180
$128K ﹤0.01%
73,842
+1,238
5181
$127K ﹤0.01%
18,286
-8,874
5182
$127K ﹤0.01%
4,628
-7,089
5183
$127K ﹤0.01%
12,586
-2,736
5184
$127K ﹤0.01%
77,898
-4,381
5185
$126K ﹤0.01%
8,551
+5,983
5186
$125K ﹤0.01%
2,675
+795
5187
$125K ﹤0.01%
14,682
-204
5188
$125K ﹤0.01%
20,616
-18,285
5189
$125K ﹤0.01%
21,339
-18,768
5190
$125K ﹤0.01%
3,011
-15,173
5191
$124K ﹤0.01%
67,437
-4,878
5192
$124K ﹤0.01%
46,529
-79,279
5193
$124K ﹤0.01%
88,680
-67,352
5194
$123K ﹤0.01%
17,859
+5,469
5195
$123K ﹤0.01%
+5,902
5196
$123K ﹤0.01%
5,472
-4,804
5197
$123K ﹤0.01%
6,427
-9,846
5198
$123K ﹤0.01%
1,262
-9,957
5199
$122K ﹤0.01%
816
+528
5200
$122K ﹤0.01%
23,154
-530,614
206 207
208
209 210