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
3901
$3.89M ﹤0.01%
345,020
-81,576
3902
$3.89M ﹤0.01%
3,850,781
+1,593,491
3903
$3.88M ﹤0.01%
86,295
+12,301
3904
$3.88M ﹤0.01%
644,791
-81,314
3905
$3.86M ﹤0.01%
422,542
-93,676
3906
$3.86M ﹤0.01%
140,479
-55,354
3907
$3.86M ﹤0.01%
350,877
-20,727
3908
$3.85M ﹤0.01%
330,467
+123,198
3909
$3.84M ﹤0.01%
132,921
-13,918
3910
$3.84M ﹤0.01%
136,474
-3,456
3911
$3.83M ﹤0.01%
256,562
+243,665
3912
$3.83M ﹤0.01%
65,273
-886
3913
$3.83M ﹤0.01%
123,495
+26,790
3914
$3.82M ﹤0.01%
234,234
-58,488
3915
$3.81M ﹤0.01%
316,391
-210,715
3916
$3.8M ﹤0.01%
213,997
+126,844
3917
$3.8M ﹤0.01%
149,369
-9,202
3918
$3.78M ﹤0.01%
112,916
+4,749
3919
$3.78M ﹤0.01%
66,683
+12,031
3920
$3.78M ﹤0.01%
78,773
-297
3921
$3.77M ﹤0.01%
305,911
-3,992
3922
$3.76M ﹤0.01%
144,187
+57,564
3923
$3.76M ﹤0.01%
115,931
+37,632
3924
$3.75M ﹤0.01%
362,522
-90,658
3925
$3.74M ﹤0.01%
357,734
+177,796
155 156
157
158 159