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
3026
$10.5M ﹤0.01%
559,868
-6,137
3027
$10.5M ﹤0.01%
1,646,113
+360,591
3028
$10.5M ﹤0.01%
105,887
+51,492
3029
$10.5M ﹤0.01%
1,280,692
-1,294,188
3030
$10.5M ﹤0.01%
2,177,916
+105,116
3031
$10.5M ﹤0.01%
653,796
+52,530
3032
$10.5M ﹤0.01%
136,028
+11,811
3033
$10.5M ﹤0.01%
534,352
-661,733
3034
$10.4M ﹤0.01%
254,799
-25,665
3035
$10.4M ﹤0.01%
372,032
-237,208
3036
$10.4M ﹤0.01%
123,849
-13,751
3037
$10.4M ﹤0.01%
1,039,920
3038
$10.4M ﹤0.01%
1,030,528
+262,276
3039
$10.4M ﹤0.01%
87,823
+41,990
3040
$10.3M ﹤0.01%
307,867
+47,262
3041
$10.3M ﹤0.01%
337,226
+111,528
3042
$10.3M ﹤0.01%
423,386
-116,673
3043
$10.3M ﹤0.01%
2,359,996
+45,448
3044
$10.3M ﹤0.01%
70,319
+6,536
3045
$10.3M ﹤0.01%
824,066
-44,132
3046
$10.3M ﹤0.01%
366,519
+86,988
3047
$10.3M ﹤0.01%
716,764
+80,900
3048
$10.3M ﹤0.01%
382,666
+49,179
3049
$10.3M ﹤0.01%
188,246
-31,378
3050
$10.3M ﹤0.01%
552,945
+21,031
120 121
122
123 124