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
376
$144M 0.05%
6,956,789
-6,681,197
377
$143M 0.05%
5,072,968
+1,469,291
378
$142M 0.05%
9,592,897
-1,369,689
379
$142M 0.05%
1,491,279
-436,647
380
$142M 0.05%
2,100,488
-309,065
381
$142M 0.05%
9,008,591
+2,853,543
382
$140M 0.05%
3,811,244
+2,878,508
383
$140M 0.05%
4,536,580
+438,858
384
$138M 0.05%
3,374,547
+419,698
385
$138M 0.05%
1,248,830
+85,847
386
$138M 0.05%
2,426,795
-114,484
387
$137M 0.05%
4,013,160
+443,092
388
$136M 0.05%
4,931,090
-1,101,113
389
$135M 0.05%
1,590,072
-106,426
390
$134M 0.05%
2,774,799
+902,177
391
$134M 0.05%
1,310,458
+636,033
392
$132M 0.05%
4,417,788
+423,824
393
$132M 0.05%
1,160,491
+267,472
394
$132M 0.05%
8,638,722
-1,030,592
395
$132M 0.05%
4,230,377
-539,997
396
$131M 0.05%
3,759,041
-471,948
397
$130M 0.05%
6,547,457
-2,329,546
398
$130M 0.05%
1,057,320
-57,400
399
$130M 0.05%
1,198,641
+146,538
400
$130M 0.05%
2,665,783
+660,492
14 15
16
17 18