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
4101
$2.94M ﹤0.01%
301,693
-172,880
4102
$2.93M ﹤0.01%
339,183
+4,282
4103
$2.93M ﹤0.01%
146,969
+103,320
4104
$2.93M ﹤0.01%
198,064
+73,138
4105
$2.92M ﹤0.01%
283,948
+32,642
4106
$2.91M ﹤0.01%
119,925
-51,990
4107
$2.91M ﹤0.01%
411,664
-21,268
4108
$2.91M ﹤0.01%
83,671
-4,293
4109
$2.9M ﹤0.01%
176,340
-10,697
4110
$2.89M ﹤0.01%
981,039
-391,459
4111
$2.89M ﹤0.01%
332,999
+63,289
4112
$2.89M ﹤0.01%
84,759
-1,039
4113
$2.89M ﹤0.01%
124,503
-23,177
4114
$2.89M ﹤0.01%
113,882
-476
4115
$2.88M ﹤0.01%
124,681
+82,600
4116
$2.87M ﹤0.01%
170,917
-31,032
4117
$2.87M ﹤0.01%
224,041
-27,018
4118
$2.87M ﹤0.01%
221,565
-8,731
4119
$2.87M ﹤0.01%
267,795
+51,129
4120
$2.86M ﹤0.01%
104,870
+24,905
4121
$2.85M ﹤0.01%
84,728
+27,308
4122
$2.85M ﹤0.01%
232,838
+134,689
4123
$2.85M ﹤0.01%
458,430
+34,275
4124
$2.84M ﹤0.01%
75,459
+20,603
4125
$2.84M ﹤0.01%
73,393
+5,218
163 164
165
166 167