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
2726
$13.8M ﹤0.01%
454,471
-110,185
2727
$13.8M ﹤0.01%
871,076
+430,580
2728
$13.8M ﹤0.01%
235,234
-11,614
2729
$13.8M ﹤0.01%
335,995
+16,190
2730
$13.7M ﹤0.01%
872,925
+71,345
2731
$13.7M ﹤0.01%
588,920
-307,782
2732
$13.7M ﹤0.01%
821,232
+14,504
2733
$13.7M ﹤0.01%
324,027
+24,283
2734
$13.7M ﹤0.01%
600,042
+384,958
2735
$13.7M ﹤0.01%
702,996
-339,537
2736
$13.7M ﹤0.01%
307,418
+36,815
2737
$13.7M ﹤0.01%
731,183
+30,592
2738
$13.7M ﹤0.01%
289,861
+3,085
2739
$13.7M ﹤0.01%
499,464
+36,056
2740
$13.6M ﹤0.01%
725,168
+113,311
2741
$13.6M ﹤0.01%
428,469
+10,952
2742
$13.6M ﹤0.01%
1,153,384
-60,902
2743
$13.5M ﹤0.01%
607,012
-169,164
2744
$13.5M ﹤0.01%
273,725
-51,374
2745
$13.5M ﹤0.01%
657,336
-127,152
2746
$13.5M ﹤0.01%
310,537
-14,253
2747
$13.5M ﹤0.01%
441,205
-14,400
2748
$13.5M ﹤0.01%
103,711
+3,541
2749
$13.4M ﹤0.01%
144,201
+2,951
2750
$13.4M ﹤0.01%
255,060
-62,100
108 109
110
111 112