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
401
$410M 0.05%
3,569,840
+1,289,023
402
$408M 0.05%
3,110,746
-598,056
403
$408M 0.05%
22,573,449
+1,846,231
404
$408M 0.05%
7,979,673
+1,200,145
405
$408M 0.05%
1,273,177
+128,563
406
$407M 0.05%
3,901,278
+765,652
407
$406M 0.05%
1,698,238
+1,409,350
408
$404M 0.05%
2,143,144
+619,008
409
$404M 0.05%
6,508,167
-210,870
410
$403M 0.05%
640,696
+58,189
411
$402M 0.05%
986,232
+260,926
412
$401M 0.05%
1,871,133
-7,809
413
$401M 0.05%
6,810,199
+6,084,592
414
$400M 0.05%
1,253,816
+172,877
415
$398M 0.05%
6,486,749
-130,245
416
$397M 0.05%
3,074,263
-595,027
417
$396M 0.04%
3,102,429
+1,384,068
418
$394M 0.04%
1,422,816
+180,012
419
$393M 0.04%
4,128,579
+1,030,730
420
$393M 0.04%
14,639,525
+2,686,976
421
$392M 0.04%
11,944,073
+1,891,388
422
$392M 0.04%
2,949,507
-13,404
423
$390M 0.04%
3,193,059
+1,223,195
424
$390M 0.04%
8,374,594
+584,185
425
$389M 0.04%
8,520,612
+583,276
15 16
17
18 19