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
6076
$10K ﹤0.01%
210
-140
6077
$10K ﹤0.01%
2,951
+261
6078
$10K ﹤0.01%
3,815
+14
6079
$10K ﹤0.01%
315
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6080
$10K ﹤0.01%
570
-1,765
6081
$10K ﹤0.01%
+1,012
6082
$10K ﹤0.01%
1,500
-18,562
6083
$10K ﹤0.01%
+1
6084
$10K ﹤0.01%
+11,520
6085
$10K ﹤0.01%
124
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6086
$10K ﹤0.01%
901
-10,878
6087
$10K ﹤0.01%
9,151
-32,925
6088
$10K ﹤0.01%
504
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6089
$10K ﹤0.01%
498
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6090
$10K ﹤0.01%
2,973
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6091
$10K ﹤0.01%
1,650
-3,423
6092
$10K ﹤0.01%
720
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6093
$10K ﹤0.01%
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6094
$10K ﹤0.01%
2,559
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6095
$10K ﹤0.01%
4,361
+150
6096
$10K ﹤0.01%
13,350
-2,254
6097
$10K ﹤0.01%
275
+254
6098
$9K ﹤0.01%
934
-331,270
6099
$9K ﹤0.01%
4,540
-740
6100
$9K ﹤0.01%
3,000
242 243
244
245 246