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
326
$171M 0.06%
403,002
+358,066
327
$171M 0.06%
4,012,977
-375,712
328
$171M 0.06%
2,937,997
-688,571
329
$171M 0.06%
2,703,709
+457,198
330
$169M 0.06%
1,553,111
+150,996
331
$169M 0.06%
1,495,302
-730,152
332
$169M 0.06%
893,095
-353,691
333
$165M 0.06%
7,044,241
-1,335,417
334
$163M 0.06%
6,187,768
+671,372
335
$162M 0.06%
2,828,986
+382,050
336
$162M 0.06%
3,452,709
+259,589
337
$161M 0.06%
7,993,643
-762,436
338
$161M 0.06%
3,000,803
+381,060
339
$161M 0.06%
4,837,589
+2,235,368
340
$161M 0.06%
5,053,422
+1,169,960
341
$160M 0.06%
5,921,887
+2,380,825
342
$160M 0.06%
6,359,704
+3,938,776
343
$160M 0.06%
1,604,369
-64,274
344
$159M 0.06%
3,960,628
-20,172
345
$158M 0.06%
1,878,915
-65,596
346
$158M 0.06%
2,885,686
+1,219,061
347
$158M 0.06%
5,926,606
-1,124,601
348
$157M 0.06%
2,037,509
-305,823
349
$156M 0.06%
1,752,844
+191,945
350
$156M 0.06%
3,660,972
+946,483
12 13
14
15 16