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
4126
$2.84M ﹤0.01%
60,297
+14,795
4127
$2.83M ﹤0.01%
78,592
-2,334
4128
$2.83M ﹤0.01%
209,387
-72,548
4129
$2.83M ﹤0.01%
730,301
-178,039
4130
$2.81M ﹤0.01%
272,922
-218,907
4131
$2.81M ﹤0.01%
130,201
+9,873
4132
$2.81M ﹤0.01%
813,659
+474,387
4133
$2.81M ﹤0.01%
449,827
+47,976
4134
$2.81M ﹤0.01%
119,410
+19,622
4135
$2.8M ﹤0.01%
101,809
+1,874
4136
$2.8M ﹤0.01%
126,476
+59,749
4137
$2.8M ﹤0.01%
158,125
+32,799
4138
$2.79M ﹤0.01%
152,588
+50,556
4139
$2.79M ﹤0.01%
564,754
-4,358
4140
$2.78M ﹤0.01%
652,391
+182,594
4141
$2.77M ﹤0.01%
358,007
-384,097
4142
$2.77M ﹤0.01%
113,986
-37,169
4143
$2.77M ﹤0.01%
306,507
+10,462
4144
$2.76M ﹤0.01%
139,414
+48,235
4145
$2.76M ﹤0.01%
544,158
-97,655
4146
$2.76M ﹤0.01%
55,712
+26,718
4147
$2.75M ﹤0.01%
280,972
-2,143
4148
$2.75M ﹤0.01%
344,504
+303,340
4149
$2.75M ﹤0.01%
451,368
+402,082
4150
$2.75M ﹤0.01%
+112,449
164 165
166
167 168