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
4401
$1.84M ﹤0.01%
30,535
-3,189
4402
$1.84M ﹤0.01%
22,793
-10,364
4403
$1.84M ﹤0.01%
1,657,925
-20,523
4404
$1.83M ﹤0.01%
903,857
-290,044
4405
$1.82M ﹤0.01%
130,643
+1,113
4406
$1.82M ﹤0.01%
143,028
-506
4407
$1.81M ﹤0.01%
1,446,819
+28,816
4408
$1.81M ﹤0.01%
666,246
-3,300
4409
$1.8M ﹤0.01%
506,390
+82,506
4410
$1.8M ﹤0.01%
67,085
-27,555
4411
$1.8M ﹤0.01%
142,230
+41,518
4412
$1.79M ﹤0.01%
67,694
+17,021
4413
$1.79M ﹤0.01%
40,960
+2,122
4414
$1.78M ﹤0.01%
76,418
-30,872
4415
$1.78M ﹤0.01%
148,389
-177,117
4416
$1.78M ﹤0.01%
73,299
-4,735
4417
$1.78M ﹤0.01%
849,841
+129,086
4418
$1.77M ﹤0.01%
192,734
+127,203
4419
$1.77M ﹤0.01%
448,154
-247,231
4420
$1.77M ﹤0.01%
33,703
+19,382
4421
$1.76M ﹤0.01%
1,532,766
+385,851
4422
$1.76M ﹤0.01%
51,045
+42,749
4423
$1.75M ﹤0.01%
191,884
-58,646
4424
$1.75M ﹤0.01%
99,954
+11,478
4425
$1.75M ﹤0.01%
608,082
-14,901
175 176
177
178 179