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
4201
$2.54M ﹤0.01%
102,782
-200
4202
$2.54M ﹤0.01%
81,636
+16,836
4203
$2.53M ﹤0.01%
390,232
-20,117
4204
$2.52M ﹤0.01%
121,799
-30
4205
$2.52M ﹤0.01%
69,671
+17,471
4206
$2.52M ﹤0.01%
61,785
+11,856
4207
$2.51M ﹤0.01%
98,493
+8,264
4208
$2.51M ﹤0.01%
39,531
+795
4209
$2.51M ﹤0.01%
446,544
-105,203
4210
$2.51M ﹤0.01%
112,058
-29,372
4211
$2.5M ﹤0.01%
366,979
+22,034
4212
$2.49M ﹤0.01%
347,320
+468
4213
$2.48M ﹤0.01%
229,565
-28,899
4214
$2.48M ﹤0.01%
118,767
-52,242
4215
$2.48M ﹤0.01%
117,076
+4,681
4216
$2.47M ﹤0.01%
10,858
+5,406
4217
$2.47M ﹤0.01%
58,530
-4,405
4218
$2.46M ﹤0.01%
63,726
+3,682
4219
$2.46M ﹤0.01%
+70,096
4220
$2.45M ﹤0.01%
52,362
+449
4221
$2.44M ﹤0.01%
360,268
+121,681
4222
$2.43M ﹤0.01%
967,088
-283,493
4223
$2.43M ﹤0.01%
137,832
-34,171
4224
$2.4M ﹤0.01%
280,220
-63,582
4225
$2.4M ﹤0.01%
50,926
-2,114
167 168
169
170 171