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
2901
$11.9M ﹤0.01%
359,310
-93,290
2902
$11.9M ﹤0.01%
320,188
+20,630
2903
$11.9M ﹤0.01%
384,117
-158,299
2904
$11.8M ﹤0.01%
1,495,400
+386,038
2905
$11.8M ﹤0.01%
1,021,799
-199,494
2906
$11.8M ﹤0.01%
319,525
+69,607
2907
$11.8M ﹤0.01%
796,505
+316,482
2908
$11.8M ﹤0.01%
868,468
+51,615
2909
$11.8M ﹤0.01%
1,509,835
+240,964
2910
$11.8M ﹤0.01%
726,657
-11,975
2911
$11.8M ﹤0.01%
262,652
+24,316
2912
$11.8M ﹤0.01%
263,343
+2,927
2913
$11.7M ﹤0.01%
568,351
-22,858
2914
$11.7M ﹤0.01%
575,949
+229,653
2915
$11.7M ﹤0.01%
618,344
+189,941
2916
$11.7M ﹤0.01%
656,991
+15,815
2917
$11.7M ﹤0.01%
496,663
+471,007
2918
$11.6M ﹤0.01%
549,886
+176,618
2919
$11.6M ﹤0.01%
844,117
-1,975
2920
$11.6M ﹤0.01%
1,111,076
+11,522
2921
$11.6M ﹤0.01%
829,261
-73,858
2922
$11.6M ﹤0.01%
348,758
-41,292
2923
$11.6M ﹤0.01%
204,213
+131,032
2924
$11.5M ﹤0.01%
506,515
+404,179
2925
$11.5M ﹤0.01%
401,761
+25,117
115 116
117
118 119