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
4676
$1.13M ﹤0.01%
7,622
-64,424
4677
$1.13M ﹤0.01%
137,956
+11,785
4678
$1.12M ﹤0.01%
52,741
+31,589
4679
$1.12M ﹤0.01%
76,135
+33,136
4680
$1.12M ﹤0.01%
75,987
-71,270
4681
$1.11M ﹤0.01%
111,639
-23,791
4682
$1.11M ﹤0.01%
175,155
+39,837
4683
$1.11M ﹤0.01%
207,987
-137,377
4684
$1.1M ﹤0.01%
132,054
+27,463
4685
$1.1M ﹤0.01%
117,419
-7,726
4686
$1.09M ﹤0.01%
74,809
-23,101
4687
$1.09M ﹤0.01%
129,800
-8,787
4688
$1.08M ﹤0.01%
27,924
+408
4689
$1.08M ﹤0.01%
49,132
-62,244
4690
$1.08M ﹤0.01%
134,258
-29,248
4691
$1.08M ﹤0.01%
104,799
+32,189
4692
$1.08M ﹤0.01%
43,107
+4,835
4693
$1.08M ﹤0.01%
103,673
-254,501
4694
$1.07M ﹤0.01%
25,386
-14,045
4695
$1.07M ﹤0.01%
46,773
+12,013
4696
$1.07M ﹤0.01%
33,583
-82,372
4697
$1.07M ﹤0.01%
165,884
+17,199
4698
$1.07M ﹤0.01%
184,388
-645,954
4699
$1.07M ﹤0.01%
148,978
+55,689
4700
$1.06M ﹤0.01%
24,638
+19,062
186 187
188
189 190