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
4576
$1.34M ﹤0.01%
38,703
+2,605
4577
$1.34M ﹤0.01%
106,731
+6,094
4578
$1.34M ﹤0.01%
105,111
-27,254
4579
$1.34M ﹤0.01%
5,991
-3,010
4580
$1.33M ﹤0.01%
90,704
-131,058
4581
$1.33M ﹤0.01%
111,969
+3,191
4582
$1.32M ﹤0.01%
133,495
+16,355
4583
$1.32M ﹤0.01%
306,541
-66,368
4584
$1.32M ﹤0.01%
+22,587
4585
$1.32M ﹤0.01%
14,121
+792
4586
$1.32M ﹤0.01%
294,702
+93,379
4587
$1.32M ﹤0.01%
612,533
+63,146
4588
$1.31M ﹤0.01%
38,793
+4,816
4589
$1.31M ﹤0.01%
395,199
-39,779
4590
$1.31M ﹤0.01%
53,176
-11,595
4591
$1.29M ﹤0.01%
247,523
-10,476
4592
$1.29M ﹤0.01%
53,306
+6,149
4593
$1.29M ﹤0.01%
37,677
-2,108
4594
$1.29M ﹤0.01%
24,560
+23,250
4595
$1.29M ﹤0.01%
112,623
+16,850
4596
$1.28M ﹤0.01%
44,222
-11,573
4597
$1.28M ﹤0.01%
132,251
-243
4598
$1.28M ﹤0.01%
1,347,486
+77,262
4599
$1.27M ﹤0.01%
290,729
-135,195
4600
$1.27M ﹤0.01%
183,435
-71,229
182 183
184
185 186