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
3676
$5.26M ﹤0.01%
217,062
-29,111
3677
$5.26M ﹤0.01%
909,676
+370,811
3678
$5.25M ﹤0.01%
333,971
+8,402
3679
$5.25M ﹤0.01%
278,793
-14,141
3680
$5.24M ﹤0.01%
113,684
-26,807
3681
$5.23M ﹤0.01%
64,121
+32,205
3682
$5.23M ﹤0.01%
66,051
+18,738
3683
$5.23M ﹤0.01%
472,546
-3,223
3684
$5.23M ﹤0.01%
110,319
+41,504
3685
$5.2M ﹤0.01%
169,177
+2,770
3686
$5.18M ﹤0.01%
322,581
+12,594
3687
$5.18M ﹤0.01%
112,838
-27,115
3688
$5.18M ﹤0.01%
363,873
+60,453
3689
$5.17M ﹤0.01%
926,322
+5,375
3690
$5.16M ﹤0.01%
490,554
+5,472
3691
$5.16M ﹤0.01%
319,821
-2,802
3692
$5.15M ﹤0.01%
112,743
+23,827
3693
$5.14M ﹤0.01%
373,477
+90,798
3694
$5.12M ﹤0.01%
269,318
-18,133
3695
$5.11M ﹤0.01%
286,830
-11,629
3696
$5.11M ﹤0.01%
1,342,256
+947,948
3697
$5.1M ﹤0.01%
496,458
+9,925
3698
$5.1M ﹤0.01%
275,801
+1,312
3699
$5.09M ﹤0.01%
406,263
-210,747
3700
$5.09M ﹤0.01%
524,115
+34,779
146 147
148
149 150