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
251
$242M 0.09%
1,999,904
+478,231
252
$241M 0.09%
2,581,781
+5,701
253
$241M 0.09%
5,754,910
+1,933,529
254
$240M 0.09%
1,347,032
+547,940
255
$236M 0.09%
5,549,251
-12,025
256
$235M 0.09%
3,486,984
+224,891
257
$233M 0.08%
3,207,134
+675,421
258
$232M 0.08%
3,641,331
+214,833
259
$232M 0.08%
7,457,543
+339,411
260
$231M 0.08%
3,400,803
+49,059
261
$231M 0.08%
3,710,272
+396,124
262
$230M 0.08%
5,928,106
-131,288
263
$230M 0.08%
1,120,057
+166,169
264
$229M 0.08%
3,910,146
+154,692
265
$228M 0.08%
4,946,979
+87,446
266
$228M 0.08%
3,287,298
+3,117,674
267
$228M 0.08%
5,508,118
+484,509
268
$227M 0.08%
5,889,224
+1,777,275
269
$227M 0.08%
11,025,756
+3,466,826
270
$224M 0.08%
2,920,022
-538,523
271
$223M 0.08%
1,785,388
-258,146
272
$223M 0.08%
4,652,802
+1,264,487
273
$222M 0.08%
4,085,960
+1,397,409
274
$219M 0.08%
2,902,264
+542,268
275
$218M 0.08%
5,137,273
+4,764,740
9 10
11
12 13