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
$880B
AUM Growth
+$147B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,245
New
Increased
Reduced
Closed

Top Buys

1
+$3.51B
2
+$3.37B
3
+$1.74B
4
AMZN icon
Amazon
AMZN
+$1.74B
5
LLY icon
Eli Lilly
LLY
+$1.35B

Top Sells

1
+$2.79B
2
+$1.75B
3
+$702M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$612M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$576M

Sector Composition

1 Technology 17.33%
2 Healthcare 12.11%
3 Financials 10.61%
4 Consumer Discretionary 8.09%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$17.4M ﹤0.01%
501,590
-191,338
2477
$17.4M ﹤0.01%
1,123,364
+167,903
2478
$17.4M ﹤0.01%
158,366
-11,488
2479
$17.4M ﹤0.01%
199,014
-18,728
2480
$17.4M ﹤0.01%
1,047,197
+306,759
2481
$17.4M ﹤0.01%
551,477
+50,520
2482
$17.4M ﹤0.01%
202,925
+37,761
2483
$17.4M ﹤0.01%
310,671
-74,212
2484
$17.4M ﹤0.01%
3,847,383
-452,929
2485
$17.3M ﹤0.01%
1,379,251
-257,227
2486
$17.3M ﹤0.01%
542,435
-179,693
2487
$17.3M ﹤0.01%
1,861,177
-19,462
2488
$17.3M ﹤0.01%
530,277
+151,482
2489
$17.3M ﹤0.01%
336,870
-86,390
2490
$17.2M ﹤0.01%
576,710
+30,945
2491
$17.2M ﹤0.01%
733,135
-77,859
2492
$17.2M ﹤0.01%
1,213,143
-151,759
2493
$17.2M ﹤0.01%
1,402,154
+11,558
2494
$17.2M ﹤0.01%
3,304,211
+1,074,657
2495
$17.1M ﹤0.01%
231,786
+68,910
2496
$17.1M ﹤0.01%
222,926
+3,498
2497
$17.1M ﹤0.01%
193,757
-27,853
2498
$17.1M ﹤0.01%
182,489
+37,102
2499
$17.1M ﹤0.01%
319,175
+116,089
2500
$17.1M ﹤0.01%
250,215
+11,792
98 99
100
101 102