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
4151
$2.74M ﹤0.01%
252,727
+73,119
4152
$2.72M ﹤0.01%
314,644
-16,622
4153
$2.72M ﹤0.01%
470,135
+252,346
4154
$2.72M ﹤0.01%
917,980
-14,957
4155
$2.72M ﹤0.01%
57,956
+33,128
4156
$2.71M ﹤0.01%
96,464
-11,770
4157
$2.7M ﹤0.01%
274,555
-486,082
4158
$2.7M ﹤0.01%
327,304
-8,870
4159
$2.7M ﹤0.01%
92,366
+35,088
4160
$2.7M ﹤0.01%
82,690
+6,566
4161
$2.7M ﹤0.01%
867,905
-56,005
4162
$2.7M ﹤0.01%
33,812
+9,898
4163
$2.7M ﹤0.01%
212,059
+72,414
4164
$2.69M ﹤0.01%
227,125
+21,299
4165
$2.69M ﹤0.01%
263,160
+58,652
4166
$2.69M ﹤0.01%
133,459
+36,065
4167
$2.68M ﹤0.01%
7,812
-8,109
4168
$2.68M ﹤0.01%
64,360
-8,472
4169
$2.66M ﹤0.01%
326,718
-67,833
4170
$2.66M ﹤0.01%
197,284
-46,158
4171
$2.66M ﹤0.01%
361,272
-22,003
4172
$2.64M ﹤0.01%
288,745
+16,443
4173
$2.64M ﹤0.01%
91,285
-1,710
4174
$2.64M ﹤0.01%
58,407
+12,352
4175
$2.63M ﹤0.01%
265,240
-21,163
165 166
167
168 169