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
3726
$4.95M ﹤0.01%
121,732
-2,266
3727
$4.94M ﹤0.01%
331,148
+172,498
3728
$4.94M ﹤0.01%
103,433
-10,501
3729
$4.92M ﹤0.01%
190,875
+97,243
3730
$4.92M ﹤0.01%
495,259
-2,285,189
3731
$4.92M ﹤0.01%
999,843
+163,273
3732
$4.91M ﹤0.01%
139,706
-9,235
3733
$4.89M ﹤0.01%
285,714
-8,741
3734
$4.88M ﹤0.01%
391,396
+6,865
3735
$4.88M ﹤0.01%
681,051
+62,137
3736
$4.88M ﹤0.01%
382,639
+19,743
3737
$4.87M ﹤0.01%
521,026
+76,008
3738
$4.86M ﹤0.01%
185,819
-147,894
3739
$4.85M ﹤0.01%
127,416
+8,428
3740
$4.84M ﹤0.01%
110,291
-66,279
3741
$4.82M ﹤0.01%
281,984
-9,685
3742
$4.82M ﹤0.01%
1,043,694
-103,766
3743
$4.81M ﹤0.01%
936,767
+319,604
3744
$4.8M ﹤0.01%
562,833
-120,466
3745
$4.78M ﹤0.01%
105,362
+42,504
3746
$4.77M ﹤0.01%
108,575
+88,490
3747
$4.77M ﹤0.01%
519,923
+51,854
3748
$4.75M ﹤0.01%
218,704
+30,675
3749
$4.74M ﹤0.01%
198,176
-10,419
3750
$4.73M ﹤0.01%
83,478
-132,141
148 149
150
151 152