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
5876
$21K ﹤0.01%
1,896
-1,894
5877
$21K ﹤0.01%
150
-331
5878
$21K ﹤0.01%
1,707
-2,412
5879
$21K ﹤0.01%
+1,150
5880
$21K ﹤0.01%
2,962
-852
5881
$21K ﹤0.01%
7,253
+997
5882
$21K ﹤0.01%
+3
5883
$21K ﹤0.01%
963
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5884
$21K ﹤0.01%
+1,853
5885
$20K ﹤0.01%
1,108
-403
5886
$20K ﹤0.01%
+2,160
5887
$20K ﹤0.01%
820
-2
5888
$20K ﹤0.01%
900
-4,411
5889
$20K ﹤0.01%
2,600
5890
$20K ﹤0.01%
2,013
+222
5891
– –
0
5892
$20K ﹤0.01%
4,843
-10,673
5893
$20K ﹤0.01%
47
+30
5894
$20K ﹤0.01%
3,774
-1,430
5895
$20K ﹤0.01%
24,367
-20,160
5896
$20K ﹤0.01%
10,639
-1,377
5897
$20K ﹤0.01%
9,493
+1,653
5898
$20K ﹤0.01%
4,160
+2,815
5899
$20K ﹤0.01%
6,500
5900
$20K ﹤0.01%
2,955
+14
234 235
236
237 238