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
5226
$115K ﹤0.01%
23,200
-200
5227
$114K ﹤0.01%
3,305
+2,988
5228
$114K ﹤0.01%
4,314
+445
5229
$114K ﹤0.01%
93,772
+63,376
5230
$114K ﹤0.01%
4,636
-908
5231
$114K ﹤0.01%
24,244
-51,748
5232
$114K ﹤0.01%
18,754
-15,239
5233
$114K ﹤0.01%
1,917
+1,901
5234
$113K ﹤0.01%
5,974
+72
5235
$113K ﹤0.01%
15,846
-2,273
5236
$113K ﹤0.01%
8,689
+8,684
5237
$113K ﹤0.01%
17,719
+8,515
5238
$112K ﹤0.01%
13
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5239
$112K ﹤0.01%
2
-4
5240
$112K ﹤0.01%
1,260
-1,075
5241
$112K ﹤0.01%
5,564
-406
5242
$111K ﹤0.01%
4,437
-1,992
5243
$111K ﹤0.01%
17,997
-747
5244
$111K ﹤0.01%
2,413
5245
$111K ﹤0.01%
4,378
+45
5246
$110K ﹤0.01%
7,800
5247
$110K ﹤0.01%
9,692
+2,845
5248
$110K ﹤0.01%
3,875
-321
5249
$110K ﹤0.01%
3,490
+686
5250
$110K ﹤0.01%
5,855
-2,488
208 209
210
211 212