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
3951
$3.59M ﹤0.01%
156,330
-43,406
3952
$3.58M ﹤0.01%
119,491
+8,762
3953
$3.57M ﹤0.01%
3,055,000
+169,987
3954
$3.57M ﹤0.01%
379,744
+206,226
3955
$3.57M ﹤0.01%
438,191
+131
3956
$3.56M ﹤0.01%
346,655
+639
3957
$3.56M ﹤0.01%
69,183
+1,129
3958
$3.56M ﹤0.01%
305,239
+125,626
3959
$3.56M ﹤0.01%
229,834
-103,996
3960
$3.55M ﹤0.01%
226,678
+7,624
3961
$3.55M ﹤0.01%
617,791
+29,773
3962
$3.55M ﹤0.01%
383,483
+165,312
3963
$3.55M ﹤0.01%
146,002
+9,167
3964
$3.55M ﹤0.01%
117,319
-10,312
3965
$3.55M ﹤0.01%
149,778
+83,521
3966
$3.54M ﹤0.01%
596,346
-53,775
3967
$3.54M ﹤0.01%
108,909
+18,129
3968
$3.53M ﹤0.01%
71,459
+502
3969
$3.52M ﹤0.01%
316,616
-14,233
3970
$3.52M ﹤0.01%
289,972
-37,660
3971
$3.52M ﹤0.01%
42,574
-1,491
3972
$3.52M ﹤0.01%
+88,165
3973
$3.49M ﹤0.01%
108,233
-62,992
3974
$3.49M ﹤0.01%
163,050
+67,453
3975
$3.48M ﹤0.01%
3,555,112
-454,211
157 158
159
160 161