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
3851
$4.17M ﹤0.01%
207,676
+15
3852
$4.16M ﹤0.01%
116,998
+49,113
3853
$4.16M ﹤0.01%
57,526
-8,605
3854
$4.15M ﹤0.01%
385,680
+39,582
3855
$4.14M ﹤0.01%
639,599
+24,562
3856
$4.14M ﹤0.01%
531,782
-149,048
3857
$4.13M ﹤0.01%
713,505
-3,452
3858
$4.13M ﹤0.01%
447,366
+164,774
3859
$4.13M ﹤0.01%
10,449
+8,633
3860
$4.12M ﹤0.01%
769,213
+97,505
3861
$4.12M ﹤0.01%
80,949
+8,270
3862
$4.12M ﹤0.01%
259,233
-53,554
3863
$4.11M ﹤0.01%
388,706
+3,194
3864
$4.11M ﹤0.01%
135,186
-8,667
3865
$4.09M ﹤0.01%
67,165
+1,430
3866
$4.09M ﹤0.01%
70,173
-5,263
3867
$4.09M ﹤0.01%
958,181
+2,411
3868
$4.09M ﹤0.01%
372,328
-3,325
3869
$4.09M ﹤0.01%
111,742
-65,457
3870
$4.08M ﹤0.01%
345,255
+102,526
3871
$4.08M ﹤0.01%
517,825
-282,332
3872
$4.07M ﹤0.01%
101,212
-19,645
3873
$4.06M ﹤0.01%
703,903
+180,095
3874
$4.06M ﹤0.01%
85,249
+25,097
3875
$4.05M ﹤0.01%
291,684
+134,791
153 154
155
156 157