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
3476
$6.49M ﹤0.01%
994,201
+355,839
3477
$6.47M ﹤0.01%
345,718
+175,060
3478
$6.46M ﹤0.01%
273,534
-126,375
3479
$6.46M ﹤0.01%
158,893
+4,922
3480
$6.45M ﹤0.01%
289,944
+18,741
3481
$6.44M ﹤0.01%
138,525
-43,149
3482
$6.44M ﹤0.01%
635,534
-67,476
3483
$6.43M ﹤0.01%
1,488,715
+21,686
3484
$6.43M ﹤0.01%
588,194
+130,820
3485
$6.42M ﹤0.01%
2,415,035
+72,601
3486
$6.42M ﹤0.01%
445,497
+24,811
3487
$6.42M ﹤0.01%
345,469
-20,235
3488
$6.41M ﹤0.01%
274,270
-13,600
3489
$6.41M ﹤0.01%
195,939
-125,561
3490
$6.4M ﹤0.01%
5,704,484
-6,123,840
3491
$6.39M ﹤0.01%
138,835
+14,149
3492
$6.39M ﹤0.01%
1,252,108
+82,490
3493
$6.38M ﹤0.01%
277,009
-18,186
3494
$6.37M ﹤0.01%
191,265
-15,198
3495
$6.36M ﹤0.01%
215,435
-2,508
3496
$6.36M ﹤0.01%
351,008
-76,601
3497
$6.35M ﹤0.01%
851,859
-3,290
3498
$6.35M ﹤0.01%
818,903
+410,656
3499
$6.35M ﹤0.01%
158,004
-72,765
3500
$6.35M ﹤0.01%
251,848
+64,833
138 139
140
141 142