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
526
$91M 0.03%
863,531
+125,714
527
$90.9M 0.03%
3,920,051
-547,529
528
$90.9M 0.03%
1,689,883
-449,260
529
$90.8M 0.03%
2,036,953
+721,279
530
$90.8M 0.03%
5,331,727
+357,225
531
$90.7M 0.03%
1,815,886
-27,179
532
$90.7M 0.03%
1,126,525
+53,871
533
$90.4M 0.03%
2,542,388
+85,176
534
$90.3M 0.03%
6,338,947
-315,127
535
$90M 0.03%
992,620
-1,463,029
536
$89.6M 0.03%
1,993,277
-175,144
537
$89.6M 0.03%
2,261,785
-165,794
538
$89.6M 0.03%
1,989,951
-476,018
539
$89.5M 0.03%
9,495,222
-2,413,158
540
$89.5M 0.03%
9,808,770
-1,964,470
541
$89M 0.03%
3,142,873
-36,273
542
$89M 0.03%
835,881
+327,238
543
$88.5M 0.03%
712,342
-84,816
544
$88.4M 0.03%
3,703,657
+583,653
545
$88.4M 0.03%
3,726,470
+1,080,745
546
$87.9M 0.03%
1,279,775
+444,466
547
$87.4M 0.03%
1,819,157
-221,685
548
$87.2M 0.03%
1,768,356
+197,903
549
$86.4M 0.03%
981,585
+214,269
550
$86.4M 0.03%
1,030,681
-6,908
20 21
22
23 24