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
3501
$6.35M ﹤0.01%
80,422
+16,959
3502
$6.33M ﹤0.01%
257,018
+95,985
3503
$6.32M ﹤0.01%
525,079
+6,804
3504
$6.31M ﹤0.01%
444,053
+36,706
3505
$6.31M ﹤0.01%
303,304
+252,604
3506
$6.3M ﹤0.01%
277,821
-743,985
3507
$6.28M ﹤0.01%
371,358
-59,061
3508
$6.27M ﹤0.01%
467,638
+183,420
3509
$6.27M ﹤0.01%
607,507
-314,092
3510
$6.27M ﹤0.01%
395,100
-117,480
3511
$6.26M ﹤0.01%
209,372
-66,493
3512
$6.23M ﹤0.01%
179,134
+26,407
3513
$6.23M ﹤0.01%
569,648
-40,279
3514
$6.23M ﹤0.01%
119,613
+18,385
3515
$6.22M ﹤0.01%
164,623
-46,901
3516
$6.22M ﹤0.01%
215,305
+48,630
3517
$6.21M ﹤0.01%
247,603
-73,755
3518
$6.2M ﹤0.01%
626,079
+83,712
3519
$6.2M ﹤0.01%
524,039
-549,800
3520
$6.19M ﹤0.01%
518,282
+65,903
3521
$6.19M ﹤0.01%
175,701
-23,871
3522
$6.19M ﹤0.01%
129,777
-26,847
3523
$6.18M ﹤0.01%
669,853
+120,520
3524
$6.17M ﹤0.01%
190,738
+2,598
3525
$6.16M ﹤0.01%
22,312
+20,784
139 140
141
142 143