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
2626
$15M ﹤0.01%
454,618
+278,070
2627
$15M ﹤0.01%
447,100
-68,839
2628
$15M ﹤0.01%
861,256
+137,489
2629
$15M ﹤0.01%
1,078,038
+60,438
2630
$15M ﹤0.01%
887,601
+347,639
2631
$14.9M ﹤0.01%
793,982
+26,749
2632
$14.9M ﹤0.01%
521,079
-82,661
2633
$14.9M ﹤0.01%
583,695
+161,775
2634
$14.9M ﹤0.01%
1,417,518
+26,529
2635
$14.9M ﹤0.01%
402,894
+45,497
2636
$14.9M ﹤0.01%
559,915
+88,553
2637
$14.9M ﹤0.01%
443,151
-22,314
2638
$14.8M ﹤0.01%
+862,731
2639
$14.8M ﹤0.01%
417,502
-65,165
2640
$14.8M ﹤0.01%
1,316,417
+98,222
2641
$14.8M ﹤0.01%
1,727,281
+1,552,953
2642
$14.8M ﹤0.01%
413,543
-27,266
2643
$14.8M ﹤0.01%
919,149
-696
2644
$14.7M ﹤0.01%
798,796
+116,091
2645
$14.7M ﹤0.01%
556,052
+81,902
2646
$14.7M ﹤0.01%
207,145
+7,933
2647
$14.7M ﹤0.01%
1,184,936
-151,562
2648
$14.7M ﹤0.01%
104,213
+2,607
2649
$14.7M ﹤0.01%
259,626
+8,499
2650
$14.6M ﹤0.01%
1,881,753
-64,017
104 105
106
107 108