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
5651
$43K ﹤0.01%
7,256
-6,335
5652
$43K ﹤0.01%
1,135
-16,690
5653
$43K ﹤0.01%
+1,750
5654
$43K ﹤0.01%
2,307
+79
5655
$43K ﹤0.01%
5,123
-19,986
5656
$43K ﹤0.01%
7,152
-18,915
5657
$42K ﹤0.01%
+3,000
5658
$42K ﹤0.01%
6,501
+5,065
5659
$42K ﹤0.01%
2,715
+2,010
5660
$42K ﹤0.01%
176,890
-1,500
5661
$42K ﹤0.01%
1,286
-5,956
5662
$41K ﹤0.01%
10,555
-10,142
5663
$41K ﹤0.01%
891
-48,677
5664
$41K ﹤0.01%
5,054
-480
5665
$40K ﹤0.01%
776
-296
5666
$40K ﹤0.01%
79,266
-39,650
5667
$40K ﹤0.01%
974
-565
5668
$40K ﹤0.01%
21,238
+8,849
5669
$40K ﹤0.01%
3,011
+1,167
5670
$40K ﹤0.01%
3,608
-90
5671
$40K ﹤0.01%
5,246
-2,243
5672
$40K ﹤0.01%
+1,925
5673
$39K ﹤0.01%
466
-1,013
5674
$39K ﹤0.01%
3,218
-13,238
5675
$39K ﹤0.01%
3,157
+1,012
225 226
227
228 229