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
2026
$9.06M ﹤0.01%
139,533
-1,107
2027
$9.04M ﹤0.01%
194,768
-44,304
2028
$9.04M ﹤0.01%
102,410
-29,599
2029
$9.04M ﹤0.01%
852,488
-569,008
2030
$9.01M ﹤0.01%
649,758
-10,531
2031
$9.01M ﹤0.01%
274,813
+51,443
2032
$9.01M ﹤0.01%
729,591
+7,371
2033
$8.99M ﹤0.01%
111,302
+92,889
2034
$8.98M ﹤0.01%
128,425
+81,168
2035
$8.92M ﹤0.01%
784,910
-2,002,320
2036
$8.92M ﹤0.01%
716,646
+603,244
2037
$8.92M ﹤0.01%
257,038
-635,520
2038
$8.91M ﹤0.01%
206,054
-228,638
2039
$8.88M ﹤0.01%
282,997
+110,265
2040
$8.88M ﹤0.01%
554,612
+148,971
2041
$8.88M ﹤0.01%
168,400
+42,952
2042
$8.87M ﹤0.01%
246,623
+73,412
2043
$8.87M ﹤0.01%
342,660
+918
2044
$8.86M ﹤0.01%
655,084
+33,129
2045
$8.85M ﹤0.01%
1,301,675
+1,280,939
2046
$8.85M ﹤0.01%
192,722
+183,192
2047
$8.85M ﹤0.01%
1,339,864
-125,352
2048
$8.83M ﹤0.01%
436,250
+10,312
2049
$8.82M ﹤0.01%
380,406
-284,367
2050
$8.79M ﹤0.01%
719,463
+408,531