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
2176
$7.77M ﹤0.01%
346,853
+64,507
2177
$7.76M ﹤0.01%
185,141
-97,223
2178
$7.75M ﹤0.01%
83,768
+26,912
2179
$7.74M ﹤0.01%
576,094
+138,608
2180
$7.74M ﹤0.01%
249,959
+12,209
2181
$7.72M ﹤0.01%
2,182,005
+1,628,116
2182
$7.72M ﹤0.01%
360,996
+122,043
2183
$7.71M ﹤0.01%
117,142
+19,903
2184
$7.7M ﹤0.01%
411,771
-307,615
2185
$7.7M ﹤0.01%
1,335,041
-72,549
2186
$7.7M ﹤0.01%
313,349
+17,262
2187
$7.68M ﹤0.01%
306,936
-150,783
2188
$7.67M ﹤0.01%
93,546
-30,420
2189
$7.67M ﹤0.01%
354,202
-117,254
2190
$7.66M ﹤0.01%
34,723
+1,331
2191
$7.62M ﹤0.01%
806,173
-161,919
2192
$7.62M ﹤0.01%
551,914
+56,952
2193
$7.61M ﹤0.01%
1,115,896
-69,425
2194
$7.6M ﹤0.01%
275,078
-320,317
2195
$7.59M ﹤0.01%
937,914
-470,460
2196
$7.59M ﹤0.01%
168,162
+128,283
2197
$7.58M ﹤0.01%
612,950
-39,722
2198
$7.58M ﹤0.01%
521,246
-75,291
2199
$7.58M ﹤0.01%
165,703
-378,260
2200
$7.57M ﹤0.01%
1,436,502
-53,477
86 87
88
89 90