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
3451
$6.72M ﹤0.01%
229,817
+12,980
3452
$6.71M ﹤0.01%
+197,233
3453
$6.7M ﹤0.01%
678,839
+344,277
3454
$6.69M ﹤0.01%
276,577
-51,205
3455
$6.68M ﹤0.01%
735,405
-46,588
3456
$6.68M ﹤0.01%
351,153
+49,833
3457
$6.68M ﹤0.01%
488,205
-380,513
3458
$6.65M ﹤0.01%
1,591,271
-301,533
3459
$6.65M ﹤0.01%
517,527
+4,122
3460
$6.63M ﹤0.01%
1,708,122
+134,473
3461
$6.61M ﹤0.01%
644,449
-12,636
3462
$6.6M ﹤0.01%
151,773
+58,658
3463
$6.6M ﹤0.01%
281,168
+47,505
3464
$6.57M ﹤0.01%
84,701
-21,411
3465
$6.57M ﹤0.01%
2,111,501
+39,470
3466
$6.55M ﹤0.01%
237,236
+70,264
3467
$6.54M ﹤0.01%
292,867
+2,062
3468
$6.54M ﹤0.01%
646,060
+70,490
3469
$6.52M ﹤0.01%
105,448
-7,020
3470
$6.51M ﹤0.01%
491,202
+168,905
3471
$6.51M ﹤0.01%
211,666
+198,651
3472
$6.51M ﹤0.01%
2,830,455
-1,132,045
3473
$6.5M ﹤0.01%
247,723
-71,128
3474
$6.5M ﹤0.01%
37,848
-30,138
3475
$6.49M ﹤0.01%
679,241
-428,153
137 138
139
140 141