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
4001
$3.37M ﹤0.01%
82,116
+13,758
4002
$3.37M ﹤0.01%
243,273
-11,012
4003
$3.37M ﹤0.01%
218,423
-320,107
4004
$3.36M ﹤0.01%
390,517
-234,590
4005
$3.36M ﹤0.01%
389,136
+105,739
4006
$3.36M ﹤0.01%
72,813
+13,884
4007
$3.34M ﹤0.01%
388,386
+280,048
4008
$3.34M ﹤0.01%
2,289,848
+22,082
4009
$3.34M ﹤0.01%
60,297
+582
4010
$3.34M ﹤0.01%
286,415
+91,409
4011
$3.34M ﹤0.01%
86,482
+9,537
4012
$3.34M ﹤0.01%
362,136
+24,685
4013
$3.33M ﹤0.01%
1,061,171
-33,078
4014
$3.33M ﹤0.01%
137,207
-139,950
4015
$3.33M ﹤0.01%
541,034
+516,958
4016
$3.32M ﹤0.01%
261,998
-27,351
4017
$3.32M ﹤0.01%
662,033
+114,974
4018
$3.32M ﹤0.01%
+67,107
4019
$3.32M ﹤0.01%
139,387
-141,865
4020
$3.32M ﹤0.01%
79,739
+15,579
4021
$3.31M ﹤0.01%
29,004
+26,180
4022
$3.31M ﹤0.01%
439,843
+224,884
4023
$3.3M ﹤0.01%
392,300
-94,376
4024
$3.3M ﹤0.01%
358,815
+9,674
4025
$3.3M ﹤0.01%
645,081
-148,313
159 160
161
162 163