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
3301
$7.73M ﹤0.01%
373,466
-80,066
3302
$7.72M ﹤0.01%
207,220
+58,882
3303
$7.72M ﹤0.01%
293,792
-27,883
3304
$7.72M ﹤0.01%
653,744
+326,175
3305
$7.72M ﹤0.01%
1,229,167
+14,575
3306
$7.72M ﹤0.01%
1,027,408
+903,533
3307
$7.71M ﹤0.01%
191,263
-22,592
3308
$7.7M ﹤0.01%
271,810
+14,909
3309
$7.7M ﹤0.01%
515,099
+409,624
3310
$7.7M ﹤0.01%
1,040,501
+53,088
3311
$7.69M ﹤0.01%
195,189
-303,646
3312
$7.69M ﹤0.01%
140,462
-3,413
3313
$7.67M ﹤0.01%
213,252
-8,551
3314
$7.67M ﹤0.01%
767,998
-718,643
3315
$7.67M ﹤0.01%
938,310
+14,959
3316
$7.66M ﹤0.01%
214,091
+11,023
3317
$7.64M ﹤0.01%
1,010,988
-164,502
3318
$7.64M ﹤0.01%
1,003,833
-31,454
3319
$7.64M ﹤0.01%
78,840
-5,488
3320
$7.64M ﹤0.01%
366,782
+46,819
3321
$7.63M ﹤0.01%
718,153
+198,040
3322
$7.63M ﹤0.01%
942,101
+82,131
3323
$7.63M ﹤0.01%
641,008
-181,685
3324
$7.63M ﹤0.01%
317,026
-11,100
3325
$7.62M ﹤0.01%
615,625
+123,129
131 132
133
134 135