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
4651
$1.16M ﹤0.01%
51,336
+4,692
4652
$1.16M ﹤0.01%
57,057
+27,615
4653
$1.16M ﹤0.01%
22,824
+9,008
4654
$1.16M ﹤0.01%
9,810
-7,692
4655
$1.16M ﹤0.01%
556,340
-955,030
4656
$1.15M ﹤0.01%
44,407
-10,633
4657
$1.15M ﹤0.01%
246,491
+19,146
4658
$1.15M ﹤0.01%
16,663
-1,223
4659
$1.15M ﹤0.01%
16,366
+2,365
4660
$1.15M ﹤0.01%
15,833
+323
4661
$1.15M ﹤0.01%
40,208
-3,306
4662
$1.15M ﹤0.01%
231,895
-6,445
4663
$1.15M ﹤0.01%
152,275
-12,332
4664
$1.15M ﹤0.01%
30,080
-132,631
4665
$1.15M ﹤0.01%
119,062
+63,950
4666
$1.15M ﹤0.01%
70,377
-183,191
4667
$1.15M ﹤0.01%
192,543
-58,975
4668
$1.14M ﹤0.01%
23,659
-157
4669
$1.14M ﹤0.01%
196,245
+9,840
4670
$1.14M ﹤0.01%
72,385
+60,820
4671
$1.14M ﹤0.01%
638
+610
4672
$1.13M ﹤0.01%
294,525
+201,372
4673
$1.13M ﹤0.01%
20,650
+2,101
4674
$1.13M ﹤0.01%
72,432
+13,175
4675
$1.13M ﹤0.01%
60,237
+41,799
185 186
187
188 189