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
551
$86.2M 0.03%
1,708,273
+199,860
552
$86.1M 0.03%
3,262,803
-39,672
553
$85.9M 0.03%
1,302,581
-67,047
554
$85.9M 0.03%
2,141,461
+505,843
555
$85.8M 0.03%
3,219,966
-5,410,984
556
$85.4M 0.03%
7,869,019
+7,285,635
557
$85.3M 0.03%
1,128,303
-260,908
558
$85.2M 0.03%
3,200,369
-58,331
559
$84.9M 0.03%
5,262,655
+319,130
560
$84.9M 0.03%
1,968,708
-46,489
561
$84.6M 0.03%
4,079,117
-452,635
562
$83.6M 0.03%
1,678,038
+1,463,053
563
$83.5M 0.03%
1,720,461
+1,090,486
564
$83.1M 0.03%
112,034
+6,956
565
$82.9M 0.03%
731,623
-44,716
566
$82.8M 0.03%
1,386,164
+222,749
567
$82.5M 0.03%
2,461,954
+719,845
568
$82.3M 0.03%
19,140,827
+11,493,484
569
$82.1M 0.03%
1,553,418
+367,623
570
$82M 0.03%
5,402,578
-1,621,633
571
$81.7M 0.03%
689,503
-1,335,020
572
$80.8M 0.03%
1,368,449
+165,035
573
$80.2M 0.03%
4,687,112
+1,264,985
574
$80M 0.03%
1,037,263
+428,910
575
$79.9M 0.03%
2,283,301
+55,040
21 22
23
24 25