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

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
3126
$9.54M ﹤0.01%
231,491
-13,205
3127
$9.54M ﹤0.01%
604,555
-91,516
3128
$9.54M ﹤0.01%
900,379
+55,709
3129
$9.53M ﹤0.01%
1,236,644
-177,870
3130
$9.53M ﹤0.01%
241,810
-104,363
3131
$9.53M ﹤0.01%
634,417
-22,566
3132
$9.53M ﹤0.01%
771,961
+151,883
3133
$9.51M ﹤0.01%
712,277
+204,711
3134
$9.46M ﹤0.01%
259,727
-136,667
3135
$9.45M ﹤0.01%
268,451
+71,323
3136
$9.42M ﹤0.01%
400,642
+357,311
3137
$9.42M ﹤0.01%
549,182
-58,821
3138
$9.41M ﹤0.01%
456,254
-94,925
3139
$9.38M ﹤0.01%
120,626
+14,621
3140
$9.36M ﹤0.01%
329,678
+16,014
3141
$9.35M ﹤0.01%
2,144,884
+2,140,900
3142
$9.34M ﹤0.01%
359,476
-36,218
3143
$9.34M ﹤0.01%
1,282,606
-166,069
3144
$9.33M ﹤0.01%
1,252,114
-326,275
3145
$9.32M ﹤0.01%
84,477
+17,130
3146
$9.31M ﹤0.01%
388,785
+86,061
3147
$9.29M ﹤0.01%
340,261
-21,017
3148
$9.27M ﹤0.01%
432,880
+108,726
3149
$9.26M ﹤0.01%
5,767
+1,408
3150
$9.26M ﹤0.01%
410,693
-193,063