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
3076
$10.1M ﹤0.01%
266,326
-230,153
3077
$10.1M ﹤0.01%
204,902
+41,547
3078
$10.1M ﹤0.01%
189,252
+47,482
3079
$10.1M ﹤0.01%
439,304
-404,710
3080
$10M ﹤0.01%
205,511
+43,850
3081
$10M ﹤0.01%
1,596,167
+498,042
3082
$10M ﹤0.01%
967,168
+222,979
3083
$9.99M ﹤0.01%
700,336
-33,382
3084
$9.99M ﹤0.01%
609,258
+7,555
3085
$9.98M ﹤0.01%
368,411
-156,156
3086
$9.96M ﹤0.01%
1,421,196
+301,294
3087
$9.93M ﹤0.01%
136,208
-112,316
3088
$9.93M ﹤0.01%
415,169
+74,840
3089
$9.91M ﹤0.01%
1,139,262
-174,641
3090
$9.91M ﹤0.01%
795,311
+269,316
3091
$9.9M ﹤0.01%
530,466
-110,130
3092
$9.9M ﹤0.01%
125,668
-17,560
3093
$9.9M ﹤0.01%
130,352
-7,927
3094
$9.9M ﹤0.01%
1,822,789
+255,810
3095
$9.87M ﹤0.01%
322,738
-14,841
3096
$9.87M ﹤0.01%
1,803,666
+649,855
3097
$9.85M ﹤0.01%
1,108,210
+58,413
3098
$9.84M ﹤0.01%
215,088
-18,879
3099
$9.83M ﹤0.01%
223,360
-220,166
3100
$9.83M ﹤0.01%
124,670
-11,766
122 123
124
125 126