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
3651
$5.36M ﹤0.01%
133,359
+1,055
3652
$5.36M ﹤0.01%
120,663
-59,024
3653
$5.35M ﹤0.01%
458,042
+123,190
3654
$5.35M ﹤0.01%
850,479
+234,460
3655
$5.34M ﹤0.01%
189,571
-68,491
3656
$5.34M ﹤0.01%
114,235
+27,998
3657
$5.34M ﹤0.01%
2,374,507
-450,470
3658
$5.34M ﹤0.01%
466,497
+180,814
3659
$5.34M ﹤0.01%
367,329
+81,020
3660
$5.33M ﹤0.01%
118,993
+9,711
3661
$5.33M ﹤0.01%
97,152
+81,264
3662
$5.33M ﹤0.01%
451,700
+354,593
3663
$5.32M ﹤0.01%
1,979,117
-1,272,952
3664
$5.32M ﹤0.01%
60,233
+19,757
3665
$5.32M ﹤0.01%
217,448
+38,616
3666
$5.31M ﹤0.01%
788,171
+51,783
3667
$5.3M ﹤0.01%
88,147
+185
3668
$5.3M ﹤0.01%
13,717
+1,774
3669
$5.3M ﹤0.01%
368,215
+25,570
3670
$5.29M ﹤0.01%
316,844
+115,492
3671
$5.29M ﹤0.01%
397,527
-386,951
3672
$5.29M ﹤0.01%
367,014
+55,462
3673
$5.28M ﹤0.01%
179,622
-53,498
3674
$5.27M ﹤0.01%
1,330,188
+89,915
3675
$5.26M ﹤0.01%
300,878
-60,721
145 146
147
148 149