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
4426
$1.75M ﹤0.01%
51,947
+15,426
4427
$1.75M ﹤0.01%
67,742
-57,054
4428
$1.75M ﹤0.01%
22,533
+20,146
4429
$1.74M ﹤0.01%
72,260
-18,241
4430
$1.74M ﹤0.01%
121,756
+57,793
4431
$1.74M ﹤0.01%
81,092
+35,348
4432
$1.73M ﹤0.01%
46,975
+3,641
4433
$1.72M ﹤0.01%
35,517
+16,416
4434
$1.72M ﹤0.01%
50,759
-28,965
4435
$1.71M ﹤0.01%
273,079
+55,377
4436
$1.71M ﹤0.01%
110,626
-45,936
4437
$1.71M ﹤0.01%
567,378
+163,649
4438
$1.71M ﹤0.01%
239,232
+1,172
4439
$1.71M ﹤0.01%
488,739
+196,129
4440
$1.7M ﹤0.01%
49,073
+26,184
4441
$1.7M ﹤0.01%
74,671
+69,092
4442
$1.69M ﹤0.01%
111,614
+34,432
4443
$1.69M ﹤0.01%
94,078
+6,706
4444
$1.68M ﹤0.01%
264,224
-71,175
4445
$1.68M ﹤0.01%
75,761
-29,993
4446
$1.67M ﹤0.01%
72,655
-34,476
4447
$1.67M ﹤0.01%
89,310
-13,750
4448
$1.67M ﹤0.01%
57,717
+5,768
4449
$1.67M ﹤0.01%
152,025
-15,560
4450
$1.67M ﹤0.01%
132,088
-73,813
176 177
178
179 180