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
3776
$4.58M ﹤0.01%
86,201
+6,013
3777
$4.57M ﹤0.01%
400,712
+179,949
3778
$4.57M ﹤0.01%
311,856
+76,234
3779
$4.57M ﹤0.01%
605,282
+227,823
3780
$4.57M ﹤0.01%
381,694
+119,355
3781
$4.56M ﹤0.01%
945,959
+828,584
3782
$4.55M ﹤0.01%
213,439
-46,909
3783
$4.55M ﹤0.01%
141,545
+120,847
3784
$4.54M ﹤0.01%
47,073
+14,082
3785
$4.54M ﹤0.01%
167,336
-58,798
3786
$4.54M ﹤0.01%
547,285
-18,728
3787
$4.53M ﹤0.01%
150,030
+54,336
3788
$4.52M ﹤0.01%
790,829
-753,541
3789
$4.51M ﹤0.01%
3,731,403
+1,329,041
3790
$4.51M ﹤0.01%
449,428
+152,457
3791
$4.49M ﹤0.01%
46,344
+26,894
3792
$4.47M ﹤0.01%
171,118
+166,140
3793
$4.47M ﹤0.01%
1,780,578
+529,110
3794
$4.47M ﹤0.01%
76,111
-24,612
3795
$4.47M ﹤0.01%
483,428
-432,875
3796
$4.47M ﹤0.01%
104,179
-9,090
3797
$4.46M ﹤0.01%
46,473
+796
3798
$4.46M ﹤0.01%
650,370
+418,875
3799
$4.45M ﹤0.01%
433,478
-119,735
3800
$4.45M ﹤0.01%
279,454
-3,586
150 151
152
153 154