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
3826
$4.31M ﹤0.01%
173,798
+22,869
3827
$4.31M ﹤0.01%
127,261
-135,084
3828
$4.31M ﹤0.01%
505,282
-97,892
3829
$4.28M ﹤0.01%
1,135,470
-19,895
3830
$4.28M ﹤0.01%
319,211
+86,020
3831
$4.28M ﹤0.01%
111,785
-7,581
3832
$4.27M ﹤0.01%
49,484
-2,351
3833
$4.26M ﹤0.01%
495,929
+80,739
3834
$4.25M ﹤0.01%
936,394
+314,243
3835
$4.24M ﹤0.01%
236,059
+79,649
3836
$4.24M ﹤0.01%
169,986
-47,482
3837
$4.24M ﹤0.01%
176,990
+15,251
3838
$4.23M ﹤0.01%
804,312
+10,509
3839
$4.23M ﹤0.01%
216,973
-13,803
3840
$4.22M ﹤0.01%
263,034
+41,514
3841
$4.21M ﹤0.01%
137,028
+8,072
3842
$4.21M ﹤0.01%
183,183
+94,320
3843
$4.21M ﹤0.01%
62,803
+58,031
3844
$4.2M ﹤0.01%
658,343
+135,235
3845
$4.19M ﹤0.01%
667,650
+120,183
3846
$4.19M ﹤0.01%
675,151
-177,085
3847
$4.19M ﹤0.01%
158,268
-4,754
3848
$4.19M ﹤0.01%
236,752
-90,950
3849
$4.17M ﹤0.01%
202,145
+57,175
3850
$4.17M ﹤0.01%
192,155
+21,533
152 153
154
155 156