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

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
2526
$16.6M ﹤0.01%
86,997
-68,862
2527
$16.6M ﹤0.01%
313,616
+135,652
2528
$16.6M ﹤0.01%
643,524
+10,835
2529
$16.6M ﹤0.01%
731,676
+59,080
2530
$16.5M ﹤0.01%
338,084
+27,717
2531
$16.5M ﹤0.01%
1,352,657
+36,350
2532
$16.5M ﹤0.01%
846,859
+12,965
2533
$16.5M ﹤0.01%
261,040
+15,719
2534
$16.5M ﹤0.01%
238,247
+4,931
2535
$16.4M ﹤0.01%
360,700
-8,744
2536
$16.4M ﹤0.01%
738,571
+106,312
2537
$16.4M ﹤0.01%
477,776
+73,204
2538
$16.4M ﹤0.01%
469,865
+115,851
2539
$16.4M ﹤0.01%
147,885
+4,807
2540
$16.4M ﹤0.01%
648,463
+57,416
2541
$16.4M ﹤0.01%
729,187
-117,576
2542
$16.3M ﹤0.01%
419,123
+286,610
2543
$16.3M ﹤0.01%
368,503
+32,917
2544
$16.3M ﹤0.01%
1,496,246
+812,365
2545
$16.3M ﹤0.01%
925,296
+197,857
2546
$16.3M ﹤0.01%
42,011
+13,233
2547
$16.3M ﹤0.01%
6,607,071
+6,401,051
2548
$16.2M ﹤0.01%
1,427,243
-167,617
2549
$16.2M ﹤0.01%
779,643
-22,470
2550
$16.2M ﹤0.01%
878,023
+80,009