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
4251
$2.3M ﹤0.01%
260,340
-28,799
4252
$2.3M ﹤0.01%
629,454
-66,216
4253
$2.3M ﹤0.01%
43,196
+39,723
4254
$2.3M ﹤0.01%
218,992
+109,481
4255
$2.29M ﹤0.01%
61,465
-922
4256
$2.29M ﹤0.01%
61,934
-57,351
4257
$2.28M ﹤0.01%
1,085,327
-39,310
4258
$2.28M ﹤0.01%
91,942
+46,167
4259
$2.28M ﹤0.01%
203,298
+12,121
4260
$2.27M ﹤0.01%
280,138
+18,098
4261
$2.27M ﹤0.01%
284,779
+30,494
4262
$2.27M ﹤0.01%
45,420
-111,443
4263
$2.26M ﹤0.01%
129,272
+9,452
4264
$2.25M ﹤0.01%
641,922
+75,234
4265
$2.25M ﹤0.01%
31,681
-14,111
4266
$2.25M ﹤0.01%
3,974
+773
4267
$2.25M ﹤0.01%
186,101
-5,355
4268
$2.24M ﹤0.01%
76,516
+8,618
4269
$2.24M ﹤0.01%
81,876
-2,533
4270
$2.24M ﹤0.01%
625,307
-50,833
4271
$2.24M ﹤0.01%
379,199
+34,812
4272
$2.24M ﹤0.01%
810,423
+242,340
4273
$2.23M ﹤0.01%
540,837
+10,544
4274
$2.23M ﹤0.01%
162,366
+96,563
4275
$2.23M ﹤0.01%
151,934
+724
169 170
171
172 173