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
5601
$49K ﹤0.01%
1,577
+439
5602
$49K ﹤0.01%
4,008
-1,973
5603
$49K ﹤0.01%
1,357
-1,692
5604
$48K ﹤0.01%
542
-3,461
5605
$48K ﹤0.01%
1,330
-15,965
5606
$48K ﹤0.01%
3,371
+597
5607
$48K ﹤0.01%
35
-2
5608
$48K ﹤0.01%
1,497
+196
5609
$48K ﹤0.01%
319
+94
5610
$48K ﹤0.01%
4,458
-1,843
5611
$48K ﹤0.01%
7,548
5612
$48K ﹤0.01%
96,661
-288,608
5613
$48K ﹤0.01%
6,036
+6,035
5614
$47K ﹤0.01%
10,317
-787
5615
$47K ﹤0.01%
1,481
-446
5616
$47K ﹤0.01%
2,819
-1,379
5617
$47K ﹤0.01%
3,465
-13,492
5618
$47K ﹤0.01%
3,961
-4,526
5619
$47K ﹤0.01%
337
+187
5620
$47K ﹤0.01%
885
+668
5621
$47K ﹤0.01%
2
-2
5622
$47K ﹤0.01%
2,681
-608
5623
$47K ﹤0.01%
6,070
-31
5624
$47K ﹤0.01%
33,923
-19,895
5625
$47K ﹤0.01%
28,651
+4,858
223 224
225
226 227