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
3376
$7.22M ﹤0.01%
632,355
+147,423
3377
$7.21M ﹤0.01%
1,125,242
+915,928
3378
$7.21M ﹤0.01%
230,557
-7,129
3379
$7.2M ﹤0.01%
310,064
+15,728
3380
$7.2M ﹤0.01%
299,937
-17,723
3381
$7.19M ﹤0.01%
617,399
+328,660
3382
$7.19M ﹤0.01%
271,988
+22,065
3383
$7.18M ﹤0.01%
888,060
-106,410
3384
$7.17M ﹤0.01%
543,658
-40,573
3385
$7.16M ﹤0.01%
653,646
-229,509
3386
$7.15M ﹤0.01%
214,410
-71,586
3387
$7.15M ﹤0.01%
741,830
+27,974
3388
$7.15M ﹤0.01%
434,584
-157,326
3389
$7.14M ﹤0.01%
128,606
+1,247
3390
$7.13M ﹤0.01%
512,332
-29,127
3391
$7.12M ﹤0.01%
349,667
+38,071
3392
$7.12M ﹤0.01%
193,510
-46,620
3393
$7.12M ﹤0.01%
254,517
-1,058
3394
$7.12M ﹤0.01%
874,392
+84,988
3395
$7.11M ﹤0.01%
342,842
-1,159,170
3396
$7.1M ﹤0.01%
1,988,969
+221,413
3397
$7.1M ﹤0.01%
243,685
+13,488
3398
$7.09M ﹤0.01%
229,923
+13,358
3399
$7.07M ﹤0.01%
165,867
+8,551
3400
$7.07M ﹤0.01%
461,460
-30,636
134 135
136
137 138