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
2376
$6.26M ﹤0.01%
546,774
-23,078
2377
$6.25M ﹤0.01%
653,114
-4,492,080
2378
$6.25M ﹤0.01%
412,549
+91,617
2379
$6.24M ﹤0.01%
379,761
-360,775
2380
$6.23M ﹤0.01%
61,504
+57,523
2381
$6.22M ﹤0.01%
934,330
+413,889
2382
$6.2M ﹤0.01%
476,044
-63,704
2383
$6.18M ﹤0.01%
190,181
-343,620
2384
$6.18M ﹤0.01%
184,779
-257,862
2385
$6.17M ﹤0.01%
177,682
+76,479
2386
$6.17M ﹤0.01%
411,725
+377,761
2387
$6.16M ﹤0.01%
723,351
+14,413
2388
$6.16M ﹤0.01%
256,473
+18,117
2389
$6.16M ﹤0.01%
301,243
+190,409
2390
$6.15M ﹤0.01%
225,077
-11,807
2391
$6.14M ﹤0.01%
881,624
+111,431
2392
$6.14M ﹤0.01%
386,084
+58,649
2393
$6.14M ﹤0.01%
330,451
+259,930
2394
$6.13M ﹤0.01%
930,881
-346,443
2395
$6.12M ﹤0.01%
120,404
+3,396
2396
$6.12M ﹤0.01%
1,110,096
-208,345
2397
$6.11M ﹤0.01%
39,555
-427
2398
$6.1M ﹤0.01%
241,159
-39,814
2399
$6.1M ﹤0.01%
248,030
-33,464
2400
$6.1M ﹤0.01%
421,906
-10,792
94 95
96
97 98