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
2751
$13.4M ﹤0.01%
701,500
-761,514
2752
$13.4M ﹤0.01%
906,643
-866,188
2753
$13.4M ﹤0.01%
138,942
+34,481
2754
$13.4M ﹤0.01%
298,355
-37,808
2755
$13.4M ﹤0.01%
494,813
+98
2756
$13.4M ﹤0.01%
872,629
+36,756
2757
$13.4M ﹤0.01%
160,235
-83,703
2758
$13.4M ﹤0.01%
781,840
-7,141
2759
$13.4M ﹤0.01%
343,733
-243,199
2760
$13.4M ﹤0.01%
677,449
+553,609
2761
$13.3M ﹤0.01%
209,952
+25,780
2762
$13.3M ﹤0.01%
85,539
+36,165
2763
$13.3M ﹤0.01%
305,706
-5,720
2764
$13.3M ﹤0.01%
323,621
-92,550
2765
$13.3M ﹤0.01%
1,596,863
+291,140
2766
$13.3M ﹤0.01%
1,441,903
-208,771
2767
$13.3M ﹤0.01%
444,321
-62,787
2768
$13.3M ﹤0.01%
1,699,764
-69,204
2769
$13.3M ﹤0.01%
1,155,731
+246,462
2770
$13.2M ﹤0.01%
2,370,041
+67,712
2771
$13.2M ﹤0.01%
265,316
+25,338
2772
$13.2M ﹤0.01%
786,360
+135,903
2773
$13.2M ﹤0.01%
447,147
+118,908
2774
$13.2M ﹤0.01%
1,057,797
+112,765
2775
$13.2M ﹤0.01%
294,020
+56,793
109 110
111
112 113