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
3601
$5.68M ﹤0.01%
727,872
-35,511
3602
$5.67M ﹤0.01%
578,950
-69,718
3603
$5.67M ﹤0.01%
603,981
+36,221
3604
$5.65M ﹤0.01%
713,991
+12,963
3605
$5.65M ﹤0.01%
124,259
+10,168
3606
$5.65M ﹤0.01%
2,384,220
+1,903,796
3607
$5.64M ﹤0.01%
2,015,319
+412,627
3608
$5.64M ﹤0.01%
833,753
+802,871
3609
$5.63M ﹤0.01%
138,342
-8,091
3610
$5.61M ﹤0.01%
390,619
-6,923
3611
$5.6M ﹤0.01%
114,379
+25,041
3612
$5.6M ﹤0.01%
549,217
+463
3613
$5.59M ﹤0.01%
65,507
+26,639
3614
$5.58M ﹤0.01%
221,675
+2,879
3615
$5.58M ﹤0.01%
298,450
+298,114
3616
$5.56M ﹤0.01%
107,419
-2,291
3617
$5.55M ﹤0.01%
207,396
-42,821
3618
$5.55M ﹤0.01%
1,172,498
+559,537
3619
$5.54M ﹤0.01%
118,150
+798
3620
$5.54M ﹤0.01%
131,322
-514
3621
$5.54M ﹤0.01%
167,323
+15,797
3622
$5.53M ﹤0.01%
223,346
-104,417
3623
$5.53M ﹤0.01%
1,146,447
+86,873
3624
$5.52M ﹤0.01%
406,146
-72,707
3625
$5.52M ﹤0.01%
336,389
+200,175
143 144
145
146 147