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
5501
$64K ﹤0.01%
2,011
+680
5502
$63K ﹤0.01%
2,586
-576
5503
$63K ﹤0.01%
2,232
5504
$63K ﹤0.01%
2,111
-4,761
5505
$63K ﹤0.01%
4,446
-124,554
5506
$63K ﹤0.01%
+5,835
5507
$63K ﹤0.01%
95,277
-91,500
5508
$63K ﹤0.01%
2,400
-7,145
5509
$63K ﹤0.01%
1,681
-727
5510
$62K ﹤0.01%
5,188
+2,666
5511
$62K ﹤0.01%
1,393
-107
5512
$62K ﹤0.01%
194
-46
5513
$61K ﹤0.01%
6,202
+4,582
5514
$61K ﹤0.01%
101
-2,089
5515
$61K ﹤0.01%
11,450
+7,484
5516
$61K ﹤0.01%
3,135
-893
5517
$61K ﹤0.01%
15,986
+9,370
5518
$61K ﹤0.01%
228,482
-59,248
5519
$60K ﹤0.01%
+6,143
5520
$60K ﹤0.01%
2,246
-1,897
5521
$60K ﹤0.01%
3,617
-245
5522
$60K ﹤0.01%
1,300
5523
$60K ﹤0.01%
3,985
+492
5524
$59K ﹤0.01%
6,250
-738
5525
$59K ﹤0.01%
10,527
219 220
221
222 223