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
5851
$23K ﹤0.01%
4,072
+1,635
5852
$23K ﹤0.01%
4,110
+10
5853
$23K ﹤0.01%
3,442
-126
5854
$23K ﹤0.01%
321
5855
$23K ﹤0.01%
899
-9,038
5856
$23K ﹤0.01%
11,322
-65,758
5857
$23K ﹤0.01%
+1,500
5858
$23K ﹤0.01%
+1,655
5859
$22K ﹤0.01%
432
-22
5860
$22K ﹤0.01%
6,715
+2,699
5861
$22K ﹤0.01%
617
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5862
$22K ﹤0.01%
3,326
+2,826
5863
$22K ﹤0.01%
+181
5864
$22K ﹤0.01%
12,360
-1,400
5865
$22K ﹤0.01%
2,456
-7,708
5866
$22K ﹤0.01%
10,162
-475
5867
$22K ﹤0.01%
8,802
+1,600
5868
$22K ﹤0.01%
9,153
+4,715
5869
$22K ﹤0.01%
9,445
-300
5870
$21K ﹤0.01%
1,353
5871
$21K ﹤0.01%
10,706
-4,944
5872
$21K ﹤0.01%
267
-341
5873
$21K ﹤0.01%
2,730
+18
5874
$21K ﹤0.01%
6,408
+310
5875
$21K ﹤0.01%
377
-37
233 234
235
236 237