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
4051
$3.15M ﹤0.01%
503,163
+122,219
4052
$3.14M ﹤0.01%
139,499
+116,165
4053
$3.14M ﹤0.01%
708,529
-450,512
4054
$3.13M ﹤0.01%
393,153
-226,842
4055
$3.12M ﹤0.01%
331,237
+64,398
4056
$3.12M ﹤0.01%
64,445
-45,832
4057
$3.12M ﹤0.01%
144,423
+21,430
4058
$3.1M ﹤0.01%
356,832
-9,735
4059
$3.1M ﹤0.01%
27,497
-4,998
4060
$3.1M ﹤0.01%
1,887,918
+190,410
4061
$3.09M ﹤0.01%
82,396
-2,210
4062
$3.09M ﹤0.01%
57,150
-30,847
4063
$3.07M ﹤0.01%
108,573
+38,756
4064
$3.07M ﹤0.01%
300,240
+78,215
4065
$3.07M ﹤0.01%
1,246,774
-352,986
4066
$3.05M ﹤0.01%
381,411
-89,862
4067
$3.05M ﹤0.01%
355,848
+153,275
4068
$3.05M ﹤0.01%
59,895
-5,156
4069
$3.05M ﹤0.01%
176,200
+62,286
4070
$3.04M ﹤0.01%
156,966
-43,174
4071
$3.04M ﹤0.01%
316,162
+30,169
4072
$3.04M ﹤0.01%
92,310
-1,636
4073
$3.03M ﹤0.01%
34,799
+10,797
4074
$3.03M ﹤0.01%
293,843
+183,006
4075
$3.03M ﹤0.01%
167,911
+12,486
161 162
163
164 165