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
3276
$7.96M ﹤0.01%
211,729
+4,783
3277
$7.94M ﹤0.01%
446,332
+27,570
3278
$7.94M ﹤0.01%
442,057
-29,984
3279
$7.92M ﹤0.01%
144,804
-2,817
3280
$7.92M ﹤0.01%
587,112
-252,922
3281
$7.92M ﹤0.01%
411,846
-548,509
3282
$7.9M ﹤0.01%
945,462
+10,468
3283
$7.9M ﹤0.01%
220,430
+2,700
3284
$7.86M ﹤0.01%
264,088
-25,199
3285
$7.86M ﹤0.01%
174,076
-15,010
3286
$7.85M ﹤0.01%
71,723
+57,511
3287
$7.85M ﹤0.01%
832,959
+8,120
3288
$7.84M ﹤0.01%
382,116
+81,178
3289
$7.84M ﹤0.01%
1,258,922
+114,415
3290
$7.84M ﹤0.01%
473,253
+188,699
3291
$7.83M ﹤0.01%
883,310
-22,426
3292
$7.83M ﹤0.01%
255,061
+66,489
3293
$7.83M ﹤0.01%
160,210
+17,820
3294
$7.82M ﹤0.01%
137,216
+5,776
3295
$7.8M ﹤0.01%
1,039,721
-184,401
3296
$7.8M ﹤0.01%
3,346,034
+575,935
3297
$7.76M ﹤0.01%
150,736
-15,641
3298
$7.76M ﹤0.01%
2,843,367
+1,316,732
3299
$7.76M ﹤0.01%
189,454
+18,632
3300
$7.74M ﹤0.01%
2,803,736
+104,358
130 131
132
133 134