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
2926
$11.5M ﹤0.01%
320,493
+64,099
2927
$11.5M ﹤0.01%
1,142,633
+460,898
2928
$11.5M ﹤0.01%
733,381
+73,522
2929
$11.5M ﹤0.01%
151,486
-448
2930
$11.5M ﹤0.01%
49,668
+16,753
2931
$11.5M ﹤0.01%
124,506
-72,543
2932
$11.5M ﹤0.01%
1,431,734
+743,902
2933
$11.4M ﹤0.01%
868,366
-29,842
2934
$11.4M ﹤0.01%
994,852
-56,257
2935
$11.4M ﹤0.01%
387,613
+186,132
2936
$11.4M ﹤0.01%
231,192
-20,716
2937
$11.4M ﹤0.01%
1,277,313
-2,596,356
2938
$11.4M ﹤0.01%
234,720
+2,778
2939
$11.4M ﹤0.01%
297,665
+13,416
2940
$11.4M ﹤0.01%
508,461
+222,818
2941
$11.3M ﹤0.01%
207,000
+13,747
2942
$11.3M ﹤0.01%
397,171
-41,913
2943
$11.3M ﹤0.01%
953,468
+199,868
2944
$11.3M ﹤0.01%
546,349
+193,288
2945
$11.3M ﹤0.01%
3,462,641
+1,022,608
2946
$11.3M ﹤0.01%
361,271
-2,347,070
2947
$11.3M ﹤0.01%
345,034
-54,584
2948
$11.3M ﹤0.01%
433,516
-227,966
2949
$11.3M ﹤0.01%
172,229
+38,310
2950
$11.2M ﹤0.01%
215,298
-8,575
116 117
118
119 120