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
3426
$6.92M ﹤0.01%
2,572,816
-1,291,456
3427
$6.92M ﹤0.01%
116,316
+70,164
3428
$6.9M ﹤0.01%
562,323
+10,738
3429
$6.9M ﹤0.01%
591,015
+23,065
3430
$6.89M ﹤0.01%
277,325
+9,657
3431
$6.89M ﹤0.01%
955,113
-479,262
3432
$6.87M ﹤0.01%
1,992,479
-63,828
3433
$6.86M ﹤0.01%
142,961
+81,440
3434
$6.86M ﹤0.01%
3,163,345
+1,955,742
3435
$6.86M ﹤0.01%
154,543
-9,702
3436
$6.84M ﹤0.01%
4,532,175
+19,284
3437
$6.81M ﹤0.01%
393,678
+233,478
3438
$6.81M ﹤0.01%
1,642,025
+112,305
3439
$6.8M ﹤0.01%
244,943
-68,537
3440
$6.8M ﹤0.01%
651,613
-32,808
3441
$6.8M ﹤0.01%
75,779
-11,136
3442
$6.78M ﹤0.01%
157,049
+39,836
3443
$6.78M ﹤0.01%
661,174
-55,517
3444
$6.77M ﹤0.01%
529,408
+12,498
3445
$6.76M ﹤0.01%
1,779,824
-202,850
3446
$6.75M ﹤0.01%
115,112
-3,110
3447
$6.74M ﹤0.01%
743,551
+127,820
3448
$6.74M ﹤0.01%
123,732
-13,041
3449
$6.73M ﹤0.01%
651,808
+203,991
3450
$6.72M ﹤0.01%
201,350
+5,202
136 137
138
139 140