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
26
$1.2B 0.43%
26,676,661
+182,119
27
$1.19B 0.43%
7,317,025
+373,979
28
$1.16B 0.42%
14,260,571
-1,314,490
29
$1.15B 0.42%
13,115,219
-1,101,394
30
$1.14B 0.41%
24,620,908
-1,975,005
31
$1.14B 0.41%
20,892,545
-2,527,472
32
$1.13B 0.41%
39,116,804
+772,324
33
$1.12B 0.41%
11,485,756
+1,304,751
34
$1.11B 0.4%
11,243,207
+796,405
35
$1.11B 0.4%
24,016,219
+19,105,911
36
$1.07B 0.39%
10,614,126
+1,616,773
37
$1.04B 0.38%
13,074,150
-2,950,253
38
$1.04B 0.38%
11,529,263
-689,150
39
$1.01B 0.37%
38,917,435
-8,411,766
40
$1B 0.36%
14,547,972
+844,049
41
$997M 0.36%
12,796,543
+1,479,565
42
$992M 0.36%
5,312,340
+64,523
43
$978M 0.35%
2,872,155
+149,889
44
$978M 0.35%
3,129,057
+280,461
45
$959M 0.35%
59,927,430
-2,083,350
46
$955M 0.35%
11,212,726
+2,920,736
47
$952M 0.34%
7,211,899
-179,976
48
$946M 0.34%
13,567,209
-975,374
49
$938M 0.34%
68,289,281
+9,943,539
50
$928M 0.34%
18,612,189
+564,124
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2
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