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
4301
$2.17M ﹤0.01%
30,589
-4,080
4302
$2.17M ﹤0.01%
263,645
-153,376
4303
$2.16M ﹤0.01%
111,677
+52,911
4304
$2.16M ﹤0.01%
87,421
+19,823
4305
$2.16M ﹤0.01%
145,993
-99,607
4306
$2.15M ﹤0.01%
76,219
+2,968
4307
$2.14M ﹤0.01%
802,857
-1,682,299
4308
$2.13M ﹤0.01%
67,225
-28,565
4309
$2.13M ﹤0.01%
60,967
-6,114
4310
$2.13M ﹤0.01%
254,413
-37,926
4311
$2.12M ﹤0.01%
209,223
-11,733
4312
$2.12M ﹤0.01%
83,231
+35,403
4313
$2.12M ﹤0.01%
74,880
-31,342
4314
$2.11M ﹤0.01%
124,638
+6,067
4315
$2.11M ﹤0.01%
439,234
-57,746
4316
$2.11M ﹤0.01%
279,435
-12,492
4317
$2.11M ﹤0.01%
62,982
+6,839
4318
$2.11M ﹤0.01%
870,355
-74,860
4319
$2.11M ﹤0.01%
497,707
+106,185
4320
$2.1M ﹤0.01%
238,294
-21,076
4321
$2.1M ﹤0.01%
240,999
+107,569
4322
$2.1M ﹤0.01%
64,577
+27,964
4323
$2.1M ﹤0.01%
120,783
-13,780
4324
$2.09M ﹤0.01%
221,448
-142,215
4325
$2.09M ﹤0.01%
112,710
+28,421
171 172
173
174 175