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
3401
$7.06M ﹤0.01%
744,748
+218,013
3402
$7.05M ﹤0.01%
497,098
+77,270
3403
$7.05M ﹤0.01%
342,678
+9,507
3404
$7.04M ﹤0.01%
395,283
+125,551
3405
$7.03M ﹤0.01%
309,969
-38,104
3406
$7.03M ﹤0.01%
489,630
+83,481
3407
$7.02M ﹤0.01%
1,160,600
+57,294
3408
$7.01M ﹤0.01%
273,704
+130,978
3409
$7.01M ﹤0.01%
764,669
+229,474
3410
$7.01M ﹤0.01%
1,129,096
-470,741
3411
$7.01M ﹤0.01%
154,736
-33,038
3412
$6.99M ﹤0.01%
267,656
+3,521
3413
$6.98M ﹤0.01%
608,418
-1,258,713
3414
$6.98M ﹤0.01%
226,318
+45,108
3415
$6.98M ﹤0.01%
498,968
-37,794
3416
$6.97M ﹤0.01%
260,979
-27,472
3417
$6.96M ﹤0.01%
215,191
-21,315
3418
$6.96M ﹤0.01%
50,827
+41,787
3419
$6.96M ﹤0.01%
1,029,457
-157,373
3420
$6.95M ﹤0.01%
142,332
-13,782
3421
$6.95M ﹤0.01%
7,877,403
+244,096
3422
$6.95M ﹤0.01%
563,347
-24,684
3423
$6.94M ﹤0.01%
732,334
-2,740,114
3424
$6.94M ﹤0.01%
1,286,892
-191,810
3425
$6.92M ﹤0.01%
344,480
+221,983
135 136
137
138 139