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
3251
$8.17M ﹤0.01%
766,151
-103,168
3252
$8.17M ﹤0.01%
402,840
+43,154
3253
$8.15M ﹤0.01%
170,094
-15,336
3254
$8.15M ﹤0.01%
267,481
-33,654
3255
$8.15M ﹤0.01%
413,397
-210,820
3256
$8.14M ﹤0.01%
1,151,219
+22,231
3257
$8.13M ﹤0.01%
250,166
-42,106
3258
$8.11M ﹤0.01%
1,149,050
-46,721
3259
$8.1M ﹤0.01%
152,233
+40,966
3260
$8.09M ﹤0.01%
174,643
-311,663
3261
$8.09M ﹤0.01%
206,001
+145,062
3262
$8.07M ﹤0.01%
669,477
+226,483
3263
$8.06M ﹤0.01%
337,204
-44,758
3264
$8.06M ﹤0.01%
168,115
+125,582
3265
$8.05M ﹤0.01%
337,976
+86,212
3266
$8.05M ﹤0.01%
1,055,837
+32,023
3267
$8.04M ﹤0.01%
161,771
+45,124
3268
$8.04M ﹤0.01%
217,431
-36,277
3269
$8.03M ﹤0.01%
133,480
-474,380
3270
$8.03M ﹤0.01%
720,703
+23,369
3271
$8.01M ﹤0.01%
2,048,661
+42,408
3272
$8.01M ﹤0.01%
137,458
+3,618
3273
$8M ﹤0.01%
305,570
-93,773
3274
$8M ﹤0.01%
536,020
-40,235
3275
$7.99M ﹤0.01%
1,465,665
-127,653
129 130
131
132 133