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
2601
$15.3M ﹤0.01%
421,592
-4,603
2602
$15.3M ﹤0.01%
440,892
+177,293
2603
$15.3M ﹤0.01%
+2,019,972
2604
$15.2M ﹤0.01%
2,326,497
+75,756
2605
$15.2M ﹤0.01%
851,110
-1,425,238
2606
$15.2M ﹤0.01%
1,001,618
-66,315
2607
$15.2M ﹤0.01%
393,204
+112,192
2608
$15.2M ﹤0.01%
625,326
+147,973
2609
$15.2M ﹤0.01%
1,442,788
+554,733
2610
$15.2M ﹤0.01%
251,609
+44,745
2611
$15.2M ﹤0.01%
924,060
+567,051
2612
$15.2M ﹤0.01%
390,006
+13,411
2613
$15.1M ﹤0.01%
1,364,439
+168,160
2614
$15.1M ﹤0.01%
221,548
-51,029
2615
$15.1M ﹤0.01%
66,765
+1,562
2616
$15.1M ﹤0.01%
476,062
-48,849
2617
$15.1M ﹤0.01%
110,298
-41,353
2618
$15.1M ﹤0.01%
178,210
+112,416
2619
$15.1M ﹤0.01%
407,872
+61,709
2620
$15.1M ﹤0.01%
1,093,342
-85,416
2621
$15M ﹤0.01%
558,025
+127,634
2622
$15M ﹤0.01%
445,203
-1,996
2623
$15M ﹤0.01%
1,136,914
+32,831
2624
$15M ﹤0.01%
1,821,364
+173,600
2625
$15M ﹤0.01%
94,773
-1,761
103 104
105
106 107