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
2976
$11M ﹤0.01%
520,162
-1,221
2977
$11M ﹤0.01%
353,251
+76,324
2978
$11M ﹤0.01%
243,765
+126,806
2979
$10.9M ﹤0.01%
591,653
+406,563
2980
$10.9M ﹤0.01%
632,484
+185,205
2981
$10.9M ﹤0.01%
1,150,105
-131,194
2982
$10.9M ﹤0.01%
428,068
-39,428
2983
$10.9M ﹤0.01%
247,241
-21,596
2984
$10.9M ﹤0.01%
3,181,334
+954,370
2985
$10.9M ﹤0.01%
323,912
-11,602
2986
$10.9M ﹤0.01%
689,290
+2,902
2987
$10.9M ﹤0.01%
180,403
+13,904
2988
$10.9M ﹤0.01%
850,857
-168,478
2989
$10.8M ﹤0.01%
477,685
+221,384
2990
$10.8M ﹤0.01%
271,548
-32,550
2991
$10.8M ﹤0.01%
279,619
+98,111
2992
$10.8M ﹤0.01%
251,858
-21,275
2993
$10.8M ﹤0.01%
379,115
+59,711
2994
$10.8M ﹤0.01%
393,278
+81,634
2995
$10.8M ﹤0.01%
695,148
+183,707
2996
$10.8M ﹤0.01%
894,705
+133,053
2997
$10.8M ﹤0.01%
128,792
+106,520
2998
$10.8M ﹤0.01%
575,088
-30,486
2999
$10.8M ﹤0.01%
633,557
-31,181
3000
$10.8M ﹤0.01%
1,407,690
+386,229
118 119
120
121 122