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
3876
$4.05M ﹤0.01%
276,658
+2,950
3877
$4.05M ﹤0.01%
373,705
+3,552
3878
$4.01M ﹤0.01%
1,169,849
+38,933
3879
$4.01M ﹤0.01%
637,656
-142,534
3880
$4.01M ﹤0.01%
197,652
+190,441
3881
$4.01M ﹤0.01%
1,406,254
+714,798
3882
$4.01M ﹤0.01%
53,288
-2,829
3883
$4.01M ﹤0.01%
70,615
+1,740
3884
$4.01M ﹤0.01%
287,981
-43,527
3885
$4M ﹤0.01%
293,656
+13,288
3886
$3.99M ﹤0.01%
921,372
+182,561
3887
$3.99M ﹤0.01%
2,372,321
-353,731
3888
$3.98M ﹤0.01%
854,171
+232,138
3889
$3.98M ﹤0.01%
1,950,622
-26,730
3890
$3.98M ﹤0.01%
209,248
-2,207
3891
$3.97M ﹤0.01%
155,233
+104,866
3892
$3.96M ﹤0.01%
276,052
+206,908
3893
$3.95M ﹤0.01%
77,966
+13,684
3894
$3.95M ﹤0.01%
284,368
+267,026
3895
$3.94M ﹤0.01%
463,464
-85,226
3896
$3.94M ﹤0.01%
430,218
-1,185
3897
$3.92M ﹤0.01%
690,707
-351,557
3898
$3.91M ﹤0.01%
119,214
+36,449
3899
$3.91M ﹤0.01%
118,701
+46,318
3900
$3.9M ﹤0.01%
330,867
-95,056
154 155
156
157 158