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
3926
$3.72M ﹤0.01%
203,738
+19,453
3927
$3.72M ﹤0.01%
88,440
+662
3928
$3.72M ﹤0.01%
108,744
-21,012
3929
$3.72M ﹤0.01%
1,481,635
+452,377
3930
$3.71M ﹤0.01%
109,549
-43,975
3931
$3.71M ﹤0.01%
2,035,990
-137,108
3932
$3.7M ﹤0.01%
487,864
+9,736
3933
$3.7M ﹤0.01%
150,000
3934
$3.68M ﹤0.01%
83,482
-2,811
3935
$3.67M ﹤0.01%
55,625
+2,662
3936
$3.67M ﹤0.01%
53,573
+2,174
3937
$3.66M ﹤0.01%
92,364
+11,223
3938
$3.65M ﹤0.01%
795,583
-171,199
3939
$3.65M ﹤0.01%
73,086
-4,657
3940
$3.65M ﹤0.01%
63,700
-28,077
3941
$3.64M ﹤0.01%
149,280
+20,702
3942
$3.63M ﹤0.01%
535,097
+111,604
3943
$3.62M ﹤0.01%
433,009
-1,142,606
3944
$3.62M ﹤0.01%
78,646
+6,109
3945
$3.62M ﹤0.01%
184,432
-25,991
3946
$3.61M ﹤0.01%
936,405
-71,582
3947
$3.6M ﹤0.01%
568,299
+43,876
3948
$3.6M ﹤0.01%
343,931
+245,082
3949
$3.6M ﹤0.01%
64,221
-685
3950
$3.59M ﹤0.01%
163,415
+23,177
156 157
158
159 160