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
3051
$10.3M ﹤0.01%
110,411
+48,627
3052
$10.3M ﹤0.01%
926,522
+370,062
3053
$10.3M ﹤0.01%
620,983
+13,562
3054
$10.2M ﹤0.01%
214,596
-103,866
3055
$10.2M ﹤0.01%
1,183,777
+272,755
3056
$10.2M ﹤0.01%
306,487
-404,622
3057
$10.2M ﹤0.01%
521,364
-216,434
3058
$10.2M ﹤0.01%
439,414
+430,601
3059
$10.2M ﹤0.01%
333,503
-68,306
3060
$10.2M ﹤0.01%
456,917
+127,455
3061
$10.2M ﹤0.01%
118,262
+7,608
3062
$10.2M ﹤0.01%
1,243,721
-100,545
3063
$10.2M ﹤0.01%
220,798
+3,356
3064
$10.2M ﹤0.01%
698,891
+692,393
3065
$10.2M ﹤0.01%
234,987
+25,700
3066
$10.1M ﹤0.01%
556,436
-188,346
3067
$10.1M ﹤0.01%
93,998
+630
3068
$10.1M ﹤0.01%
82,943
-88,514
3069
$10.1M ﹤0.01%
605,313
+502,197
3070
$10.1M ﹤0.01%
391,648
+88,016
3071
$10.1M ﹤0.01%
813,206
-278,030
3072
$10.1M ﹤0.01%
184,312
-448
3073
$10.1M ﹤0.01%
333,895
-68,342
3074
$10.1M ﹤0.01%
494,722
-85,591
3075
$10.1M ﹤0.01%
343,006
+4,203
121 122
123
124 125