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
2801
$12.9M ﹤0.01%
212,609
+38,845
2802
$12.9M ﹤0.01%
869,441
-434,017
2803
$12.9M ﹤0.01%
543,842
+90,412
2804
$12.9M ﹤0.01%
240,049
-7,218
2805
$12.9M ﹤0.01%
1,980,412
+23,424
2806
$12.9M ﹤0.01%
795,032
-134,858
2807
$12.9M ﹤0.01%
2,924,293
+179,938
2808
$12.9M ﹤0.01%
157,526
+7,521
2809
$12.9M ﹤0.01%
527,373
-174,572
2810
$12.8M ﹤0.01%
360,170
-685
2811
$12.8M ﹤0.01%
1,382,151
+415,859
2812
$12.8M ﹤0.01%
121,774
-5,219
2813
$12.8M ﹤0.01%
105,188
+14,736
2814
$12.8M ﹤0.01%
1,175,582
-352,060
2815
$12.8M ﹤0.01%
339,370
+102,826
2816
$12.8M ﹤0.01%
1,478,664
+720,056
2817
$12.8M ﹤0.01%
400,081
+254,193
2818
$12.7M ﹤0.01%
435,781
-235,287
2819
$12.7M ﹤0.01%
259,777
+124,638
2820
$12.7M ﹤0.01%
1,257,290
+290,667
2821
$12.7M ﹤0.01%
488,051
+42,031
2822
$12.7M ﹤0.01%
1,180,209
+453,923
2823
$12.7M ﹤0.01%
4,301,126
-520,045
2824
$12.7M ﹤0.01%
173,843
+814
2825
$12.7M ﹤0.01%
88,260
-50,789
111 112
113
114 115