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
101
$610M 0.22%
39,788,030
+2,485,535
102
$605M 0.22%
4,602,164
+575,801
103
$602M 0.22%
3,268,810
-74,275
104
$591M 0.21%
7,428,865
-257,263
105
$590M 0.21%
16,055,913
+221,452
106
$587M 0.21%
4,062,303
+332,348
107
$583M 0.21%
18,114,663
+2,847,738
108
$573M 0.21%
3,550,562
+62,862
109
$573M 0.21%
5,856,362
+601,954
110
$569M 0.21%
8,187,859
-1,867,670
111
$568M 0.21%
7,053,414
+57,315
112
$567M 0.21%
4,549,590
+830,749
113
$562M 0.2%
3,231,861
+673,460
114
$562M 0.2%
27,481,062
-3,862,683
115
$561M 0.2%
3,024,250
+618,351
116
$552M 0.2%
6,929,534
+350,290
117
$542M 0.2%
6,396,900
+286,136
118
$541M 0.2%
9,363,412
+1,419,040
119
$540M 0.2%
14,781,689
+1,655,177
120
$540M 0.2%
4,586,067
+58,283
121
$537M 0.19%
6,864,565
+34,374
122
$534M 0.19%
2,961,361
+118,117
123
$531M 0.19%
6,572,342
+873,165
124
$526M 0.19%
6,601,763
-707,997
125
$522M 0.19%
5,007,839
+292,890
3 4
5
6 7