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
2701
$14.1M ﹤0.01%
327,003
+41,694
2702
$14.1M ﹤0.01%
318,633
+9,369
2703
$14M ﹤0.01%
1,769,684
+887,243
2704
$14M ﹤0.01%
97,528
-11,415
2705
$14M ﹤0.01%
150,349
+32,151
2706
$14M ﹤0.01%
1,140,989
+482,320
2707
$14M ﹤0.01%
1,555,812
-108,284
2708
$14M ﹤0.01%
136,305
-1,900
2709
$14M ﹤0.01%
164,585
-10,869
2710
$13.9M ﹤0.01%
1,017,476
+405,402
2711
$13.9M ﹤0.01%
1,250,326
-289,670
2712
$13.9M ﹤0.01%
368,760
-29,457
2713
$13.9M ﹤0.01%
301,467
-17,763
2714
$13.9M ﹤0.01%
460,085
-57,199
2715
$13.9M ﹤0.01%
324,343
-58,592
2716
$13.9M ﹤0.01%
1,742,937
-209,553
2717
$13.9M ﹤0.01%
993,303
-763
2718
$13.9M ﹤0.01%
1,438,292
+141,920
2719
$13.9M ﹤0.01%
1,235,024
+173,346
2720
$13.8M ﹤0.01%
2,503,241
+930,595
2721
$13.8M ﹤0.01%
2,521,437
-60,532
2722
$13.8M ﹤0.01%
2,249,569
+629,003
2723
$13.8M ﹤0.01%
2,728,129
+90,025
2724
$13.8M ﹤0.01%
943,685
+43,041
2725
$13.8M ﹤0.01%
199,696
+29,170
107 108
109
110 111