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
3226
$8.43M ﹤0.01%
209,656
-49,764
3227
$8.42M ﹤0.01%
1,426,638
+55,215
3228
$8.4M ﹤0.01%
836,772
-99,241
3229
$8.4M ﹤0.01%
4,220,998
+3,813,489
3230
$8.4M ﹤0.01%
534,671
-37,535
3231
$8.35M ﹤0.01%
1,929,499
-10,675
3232
$8.34M ﹤0.01%
370,588
-8,960
3233
$8.33M ﹤0.01%
176,665
+37,600
3234
$8.33M ﹤0.01%
552,651
+3,975
3235
$8.31M ﹤0.01%
373,066
+48,623
3236
$8.3M ﹤0.01%
348,486
-499,937
3237
$8.3M ﹤0.01%
362,370
+350,570
3238
$8.3M ﹤0.01%
333,982
+23,243
3239
$8.28M ﹤0.01%
152,038
+31,007
3240
$8.28M ﹤0.01%
519,592
-16,341
3241
$8.28M ﹤0.01%
87,915
-35,657
3242
$8.24M ﹤0.01%
119,705
-54,190
3243
$8.22M ﹤0.01%
569,728
+117,784
3244
$8.22M ﹤0.01%
909,211
+27,956
3245
$8.21M ﹤0.01%
392,860
-73,634
3246
$8.2M ﹤0.01%
103,764
+5,846
3247
$8.2M ﹤0.01%
250,893
-13,950
3248
$8.19M ﹤0.01%
432,071
-31,454
3249
$8.17M ﹤0.01%
644,272
+89,063
3250
$8.17M ﹤0.01%
1,550,132
-662,256
128 129
130
131 132