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
2876
$12.2M ﹤0.01%
975,122
+705,794
2877
$12.1M ﹤0.01%
1,026,000
+785,904
2878
$12.1M ﹤0.01%
219,490
-9,718
2879
$12.1M ﹤0.01%
297,004
-157,707
2880
$12.1M ﹤0.01%
330,526
+1,137
2881
$12.1M ﹤0.01%
3,515,190
+845,520
2882
$12M ﹤0.01%
526,414
+114,519
2883
$12M ﹤0.01%
810,316
+3,147
2884
$12M ﹤0.01%
79,166
+13,810
2885
$12M ﹤0.01%
432,486
-248,846
2886
$12M ﹤0.01%
1,889,389
-1,139,163
2887
$12M ﹤0.01%
138,229
-96,494
2888
$12M ﹤0.01%
118,199
-65,828
2889
$12M ﹤0.01%
1,036,612
+300,767
2890
$12M ﹤0.01%
310,477
+5,117
2891
$12M ﹤0.01%
3,944,321
-2,468,764
2892
$12M ﹤0.01%
74,987
+12,375
2893
$12M ﹤0.01%
1,093,525
+177,957
2894
$12M ﹤0.01%
354,103
+64,787
2895
$12M ﹤0.01%
651,709
-203,957
2896
$12M ﹤0.01%
265,526
-250,364
2897
$11.9M ﹤0.01%
1,138,526
-17,107
2898
$11.9M ﹤0.01%
983,640
+222,922
2899
$11.9M ﹤0.01%
1,876,967
+583,214
2900
$11.9M ﹤0.01%
524,012
+76,002
114 115
116
117 118