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
5376
$85K ﹤0.01%
607
-418
5377
$85K ﹤0.01%
13,353
-11,021
5378
$85K ﹤0.01%
1,839
+185
5379
$85K ﹤0.01%
+8,324
5380
$85K ﹤0.01%
3,789
+721
5381
$84K ﹤0.01%
16,913
+8,008
5382
$84K ﹤0.01%
6,448
+1,478
5383
$84K ﹤0.01%
28,278
+18,686
5384
$84K ﹤0.01%
28,500
+18,300
5385
$84K ﹤0.01%
5,679
-221
5386
$84K ﹤0.01%
31,236
-24,044
5387
$84K ﹤0.01%
21,456
+2,926
5388
$84K ﹤0.01%
5,169
-5,464
5389
$83K ﹤0.01%
3,607
-11,880
5390
$83K ﹤0.01%
9,390
-3,111
5391
$83K ﹤0.01%
+600
5392
$83K ﹤0.01%
40,953
-107,085
5393
$83K ﹤0.01%
16,322
-1,227
5394
$83K ﹤0.01%
5,207
+1,520
5395
$83K ﹤0.01%
13,427
-945
5396
$83K ﹤0.01%
2,211
5397
$82K ﹤0.01%
17,850
+150
5398
$82K ﹤0.01%
4,939
-3,302
5399
$82K ﹤0.01%
+4,700
5400
– –
0
214 215
216
217 218