Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
+$3.71B
2
+$3.52B
3
+$2.04B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.87B
5
LLY icon
Eli Lilly
LLY
+$1.31B

Top Sells

1
+$2.8B
2
+$1.78B
3
+$703M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$611M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$573M

Sector Composition

1 Technology 17.31%
2 Healthcare 12.11%
3 Financials 10.63%
4 Consumer Discretionary 8.09%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3751
$4.73M ﹤0.01%
283,395
-93,235
3752
$4.72M ﹤0.01%
202,604
+14,488
3753
$4.72M ﹤0.01%
1,135,314
+96,187
3754
$4.72M ﹤0.01%
98,775
+86
3755
$4.71M ﹤0.01%
5,378
-195
3756
$4.7M ﹤0.01%
303,273
-81,864
3757
$4.7M ﹤0.01%
138,752
+22,278
3758
$4.69M ﹤0.01%
91,941
-26,954
3759
$4.69M ﹤0.01%
131,134
-22,410
3760
$4.69M ﹤0.01%
220,077
-118,669
3761
$4.69M ﹤0.01%
1,305,257
+1,072,117
3762
$4.68M ﹤0.01%
186,710
+71,278
3763
$4.66M ﹤0.01%
105,948
-6,582
3764
$4.66M ﹤0.01%
343,090
+85,076
3765
$4.65M ﹤0.01%
365,062
+42,070
3766
$4.64M ﹤0.01%
140,014
-161,351
3767
$4.61M ﹤0.01%
265,871
-125,581
3768
$4.61M ﹤0.01%
217,717
+205,598
3769
$4.61M ﹤0.01%
224,782
-4,315
3770
$4.6M ﹤0.01%
201,395
-25,870
3771
$4.6M ﹤0.01%
395,408
-44,171
3772
$4.6M ﹤0.01%
115,440
-28,667
3773
$4.6M ﹤0.01%
118,707
-15,637
3774
$4.59M ﹤0.01%
413,947
+73,905
3775
$4.59M ﹤0.01%
168,504
-14,367
149 150
151
152 153