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
4326
$2.09M ﹤0.01%
205,951
-82,755
4327
$2.09M ﹤0.01%
162,583
-541,389
4328
$2.08M ﹤0.01%
270,313
-3,152
4329
$2.08M ﹤0.01%
272,505
+40,820
4330
$2.08M ﹤0.01%
253,049
+38,211
4331
$2.08M ﹤0.01%
215,026
-164,035
4332
$2.07M ﹤0.01%
83,047
+20,413
4333
$2.07M ﹤0.01%
79,183
-14,954
4334
$2.05M ﹤0.01%
8,713
+1,147
4335
$2.05M ﹤0.01%
91,201
-298
4336
$2.05M ﹤0.01%
517,943
+38,246
4337
$2.05M ﹤0.01%
252,155
+11,703
4338
$2.05M ﹤0.01%
60,243
-49,557
4339
$2.05M ﹤0.01%
120,628
+36,042
4340
$2.04M ﹤0.01%
195,529
+15,235
4341
$2.04M ﹤0.01%
106,261
+26,389
4342
$2.03M ﹤0.01%
811,901
-134,412
4343
$2.03M ﹤0.01%
336,606
+17,311
4344
$2.03M ﹤0.01%
330,911
-2,016
4345
$2.02M ﹤0.01%
224,123
-15,073
4346
$2.02M ﹤0.01%
183,674
+21,333
4347
$2.02M ﹤0.01%
3,613
-235
4348
$2.02M ﹤0.01%
298,833
+41,433
4349
$2.01M ﹤0.01%
93,308
-160,784
4350
$2.01M ﹤0.01%
370,673
+32,379
172 173
174
175 176