Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
+$3.71B
2
+$3.52B
3
+$2.04B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.87B
5
LLY icon
Eli Lilly
LLY
+$1.31B

Top Sells

1
+$2.8B
2
+$1.78B
3
+$703M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$611M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$573M

Sector Composition

1 Technology 17.31%
2 Healthcare 12.11%
3 Financials 10.63%
4 Consumer Discretionary 8.09%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4376
$1.94M ﹤0.01%
70,949
-26,092
4377
$1.93M ﹤0.01%
49,198
+510
4378
$1.93M ﹤0.01%
96,360
-67,603
4379
$1.93M ﹤0.01%
82,034
-2,929
4380
$1.92M ﹤0.01%
301,566
-734,549
4381
$1.92M ﹤0.01%
21,463
-10,985
4382
$1.92M ﹤0.01%
281,843
-39,882
4383
$1.91M ﹤0.01%
104,329
-12,484
4384
$1.9M ﹤0.01%
39,998
+10,027
4385
$1.89M ﹤0.01%
213,829
+60,051
4386
$1.89M ﹤0.01%
102,186
-27,112
4387
$1.89M ﹤0.01%
800,306
+677,058
4388
$1.89M ﹤0.01%
240,773
-19,657
4389
$1.89M ﹤0.01%
587,870
+115,304
4390
$1.88M ﹤0.01%
6,696
-256
4391
$1.88M ﹤0.01%
269,707
+138,461
4392
$1.88M ﹤0.01%
87,265
-20,140
4393
$1.88M ﹤0.01%
96,943
-35,383
4394
$1.87M ﹤0.01%
212,941
+10,668
4395
$1.87M ﹤0.01%
171,147
+63,767
4396
$1.86M ﹤0.01%
41,096
+3,707
4397
$1.86M ﹤0.01%
249,249
-336,574
4398
$1.85M ﹤0.01%
114,538
-290
4399
$1.85M ﹤0.01%
200,155
+30,735
4400
$1.85M ﹤0.01%
50,419
-3,145
174 175
176
177 178