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
5826
$25K ﹤0.01%
3,065
+12
5827
$25K ﹤0.01%
+12,043
5828
– –
0
5829
$25K ﹤0.01%
1,000
-1,900
5830
$25K ﹤0.01%
2,148
-4,807
5831
$25K ﹤0.01%
+1,056
5832
$25K ﹤0.01%
3,055
+20
5833
$25K ﹤0.01%
1,488
-819
5834
$25K ﹤0.01%
1,015
-985
5835
$25K ﹤0.01%
1,061
+688
5836
$25K ﹤0.01%
+1,050
5837
$25K ﹤0.01%
4,996
+3,099
5838
$25K ﹤0.01%
663
-243
5839
$25K ﹤0.01%
29,614
+3,971
5840
$24K ﹤0.01%
1,965
-25,390
5841
$24K ﹤0.01%
1,308
+908
5842
$24K ﹤0.01%
3,760
+157
5843
$24K ﹤0.01%
28
-17
5844
$24K ﹤0.01%
5,162
-8,390
5845
$24K ﹤0.01%
2,885
-172
5846
$24K ﹤0.01%
4,510
-990
5847
$24K ﹤0.01%
996
5848
$24K ﹤0.01%
4,167
+105
5849
$23K ﹤0.01%
1,112
+10
5850
$23K ﹤0.01%
9,160
+7,061
232 233
234
235 236