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
5201
$121K ﹤0.01%
5,259
-438
5202
$121K ﹤0.01%
8,275
+297
5203
$121K ﹤0.01%
19,971
-4,814
5204
$120K ﹤0.01%
31,708
+2,783
5205
$119K ﹤0.01%
5,308
-4,441
5206
$119K ﹤0.01%
10,255
-44,028
5207
$119K ﹤0.01%
17,153
-19,427
5208
$118K ﹤0.01%
1,264
-57
5209
$118K ﹤0.01%
7,064
-32,789
5210
$118K ﹤0.01%
4,110
-359
5211
$118K ﹤0.01%
11,594
-5,281
5212
$118K ﹤0.01%
14,548
+1,527
5213
$118K ﹤0.01%
23,649
+8,624
5214
$118K ﹤0.01%
72,032
-21,151
5215
$117K ﹤0.01%
492
+21
5216
$117K ﹤0.01%
6,706
-132,279
5217
$117K ﹤0.01%
2,600
5218
$116K ﹤0.01%
7,100
-3,900
5219
$116K ﹤0.01%
6,870
+2,366
5220
$116K ﹤0.01%
6,293
+3,741
5221
$116K ﹤0.01%
1,471
-2,657
5222
$115K ﹤0.01%
7,025
-6,042
5223
$115K ﹤0.01%
13,266
-17,965
5224
$115K ﹤0.01%
10,924
-1,884
5225
$115K ﹤0.01%
9,664
-31,466
207 208
209
210 211