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
2551
$16.2M ﹤0.01%
279,321
+40,572
2552
$16.1M ﹤0.01%
245,115
+28,928
2553
$16.1M ﹤0.01%
188,123
+6,967
2554
$16.1M ﹤0.01%
2,251,445
-496,815
2555
$16.1M ﹤0.01%
470,654
+10,875
2556
$16.1M ﹤0.01%
631,465
+22,453
2557
$16.1M ﹤0.01%
515,289
+180,403
2558
$16M ﹤0.01%
1,165,094
+150,101
2559
$16M ﹤0.01%
202,707
+15,644
2560
$16M ﹤0.01%
1,120,483
+76,923
2561
$16M ﹤0.01%
381,627
+27,435
2562
$16M ﹤0.01%
283,435
-15,346
2563
$16M ﹤0.01%
324,033
-37,904
2564
$15.9M ﹤0.01%
2,494,207
-94,919
2565
$15.9M ﹤0.01%
920,578
+104,507
2566
$15.9M ﹤0.01%
295,722
+102,194
2567
$15.9M ﹤0.01%
1,536,689
+535,487
2568
$15.9M ﹤0.01%
357,188
+133,501
2569
$15.9M ﹤0.01%
342,692
-110,990
2570
$15.9M ﹤0.01%
1,841,794
-45,492
2571
$15.8M ﹤0.01%
207,848
-20,231
2572
$15.8M ﹤0.01%
1,514,786
-636
2573
$15.8M ﹤0.01%
1,638,161
-409,853
2574
$15.8M ﹤0.01%
336,988
+44,640
2575
$15.8M ﹤0.01%
382,174
-58,996
101 102
103
104 105