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
3326
$7.61M ﹤0.01%
248,287
-22,540
3327
$7.6M ﹤0.01%
258,483
+4,362
3328
$7.58M ﹤0.01%
483,848
+119,215
3329
$7.58M ﹤0.01%
358,097
+55,038
3330
$7.56M ﹤0.01%
773,244
-648,148
3331
$7.55M ﹤0.01%
270,743
-158,553
3332
$7.54M ﹤0.01%
161,815
+110,210
3333
$7.54M ﹤0.01%
628,549
-58,891
3334
$7.54M ﹤0.01%
973,604
+568,996
3335
$7.53M ﹤0.01%
285,679
+57,762
3336
$7.52M ﹤0.01%
1,138,392
-645,172
3337
$7.52M ﹤0.01%
455,726
-21,171
3338
$7.52M ﹤0.01%
192,943
-4,487
3339
$7.51M ﹤0.01%
2,608,787
-1,437,339
3340
$7.5M ﹤0.01%
887,744
-92,843
3341
$7.5M ﹤0.01%
146,568
+8,673
3342
$7.5M ﹤0.01%
18,720
+5,107
3343
$7.49M ﹤0.01%
153,145
-26,500
3344
$7.48M ﹤0.01%
1,016,714
+282,166
3345
$7.48M ﹤0.01%
668,386
+313,875
3346
$7.47M ﹤0.01%
320,335
+216,736
3347
$7.47M ﹤0.01%
1,248,517
-37,226
3348
$7.45M ﹤0.01%
282,335
+85,984
3349
$7.44M ﹤0.01%
264,147
+51,596
3350
$7.43M ﹤0.01%
466,336
-69,612
132 133
134
135 136