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
3201
$8.61M ﹤0.01%
578,439
-32,502
3202
$8.6M ﹤0.01%
502,602
-163,418
3203
$8.6M ﹤0.01%
959,196
-249,135
3204
$8.6M ﹤0.01%
492,076
+76,369
3205
$8.58M ﹤0.01%
1,404,737
-64,320
3206
$8.57M ﹤0.01%
47,934
-155
3207
$8.56M ﹤0.01%
701,201
+118
3208
$8.56M ﹤0.01%
368,873
-46,168
3209
$8.55M ﹤0.01%
2,016,364
+533,027
3210
$8.54M ﹤0.01%
1,173,611
-26,691
3211
$8.54M ﹤0.01%
259,494
-20,408
3212
$8.54M ﹤0.01%
300,811
+33,694
3213
$8.53M ﹤0.01%
122,567
-68,570
3214
$8.53M ﹤0.01%
1,608,678
+689,576
3215
$8.52M ﹤0.01%
1,560,521
+71,280
3216
$8.52M ﹤0.01%
313,516
+27,048
3217
$8.51M ﹤0.01%
1,637,481
+45,785
3218
$8.51M ﹤0.01%
272,648
-39,496
3219
$8.51M ﹤0.01%
285,482
-13,281
3220
$8.5M ﹤0.01%
225,485
-528,345
3221
$8.48M ﹤0.01%
466,634
-25,538
3222
$8.47M ﹤0.01%
1,254,638
+584,119
3223
$8.45M ﹤0.01%
92,027
-188
3224
$8.44M ﹤0.01%
2,324,937
-608,009
3225
$8.43M ﹤0.01%
264,953
+15,298
127 128
129
130 131