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
426
$119M 0.04%
10,603,329
+125,843
427
$118M 0.04%
2,736,565
-382,055
428
$118M 0.04%
6,239,962
+2,565,533
429
$118M 0.04%
3,374,081
+854,084
430
$118M 0.04%
2,418,897
+125,417
431
$118M 0.04%
13,606,722
-2,167,437
432
$117M 0.04%
4,454,247
+1,337,049
433
$117M 0.04%
2,695,686
-80,113
434
$116M 0.04%
3,004,151
+1,501,238
435
$116M 0.04%
1,589,007
+362,972
436
$115M 0.04%
2,633,714
+31,871
437
$114M 0.04%
2,776,088
-473,268
438
$114M 0.04%
4,457,904
+1,269,312
439
$114M 0.04%
1,635,835
+214,431
440
$114M 0.04%
6,889,560
+3,586,274
441
$113M 0.04%
2,831,353
+8,394
442
$113M 0.04%
2,059,252
+1,001,834
443
$113M 0.04%
2,922,854
+63,256
444
$112M 0.04%
1,344,223
+2,779
445
$112M 0.04%
8,697,765
+6,846,513
446
$112M 0.04%
4,288,542
+1,147,874
447
$111M 0.04%
2,277,719
+21,213
448
$111M 0.04%
2,846,457
-727,445
449
$111M 0.04%
2,417,334
+59,961
450
$111M 0.04%
735,384
-2,743
16 17
18
19 20