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
5401
$82K ﹤0.01%
3,166
-2,440
5402
$81K ﹤0.01%
12,779
-5,491
5403
$81K ﹤0.01%
61,477
-6,297
5404
$81K ﹤0.01%
+728
5405
$80K ﹤0.01%
23,200
-2,503
5406
$80K ﹤0.01%
15,259
-1,519
5407
$80K ﹤0.01%
8
5408
$80K ﹤0.01%
3,885
+118
5409
$80K ﹤0.01%
8,571
+3,693
5410
$79K ﹤0.01%
3,755
+70
5411
$79K ﹤0.01%
+3,031
5412
$79K ﹤0.01%
3,649
-212,019
5413
$79K ﹤0.01%
11,482
-52
5414
$79K ﹤0.01%
5,187
-4,154
5415
$79K ﹤0.01%
4,636
-250
5416
$78K ﹤0.01%
6,661
+1,991
5417
$78K ﹤0.01%
3
-12
5418
$78K ﹤0.01%
7,019
-12,404
5419
$78K ﹤0.01%
22,741
+1,232
5420
$78K ﹤0.01%
3,387
+271
5421
$78K ﹤0.01%
5,388
-1,728
5422
$78K ﹤0.01%
2,500
-306
5423
$77K ﹤0.01%
14,920
-42,848
5424
$77K ﹤0.01%
190
-856
5425
$77K ﹤0.01%
2,546
-4,840
215 216
217
218 219