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
5701
$37K ﹤0.01%
503
+3
5702
$37K ﹤0.01%
622
-1,936
5703
$37K ﹤0.01%
21,119
-100,303
5704
$37K ﹤0.01%
5,396
+3,549
5705
$37K ﹤0.01%
6,703
-3,009
5706
$37K ﹤0.01%
2,484
-41,751
5707
$36K ﹤0.01%
103
-29
5708
$36K ﹤0.01%
7,435
-8,195
5709
$36K ﹤0.01%
3,285
+2,010
5710
$36K ﹤0.01%
3,248
+2,098
5711
$36K ﹤0.01%
910
-348
5712
$36K ﹤0.01%
2,538
-6,894
5713
$36K ﹤0.01%
+1,138
5714
$35K ﹤0.01%
1,164
+137
5715
$35K ﹤0.01%
12,312
+12
5716
$35K ﹤0.01%
13,083
+10,530
5717
$35K ﹤0.01%
1,239
-29
5718
$35K ﹤0.01%
16,200
-480,033
5719
$35K ﹤0.01%
1,296
-19,537
5720
$35K ﹤0.01%
3,517
-4,845
5721
$35K ﹤0.01%
2,378
-2,955
5722
$35K ﹤0.01%
1,567
+100
5723
$35K ﹤0.01%
1,780
-900
5724
$35K ﹤0.01%
29,327
-695,634
5725
$34K ﹤0.01%
1,470
+7
227 228
229
230 231