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
4701
$1.06M ﹤0.01%
26,414
+6,469
4702
$1.06M ﹤0.01%
58,117
+9,085
4703
$1.05M ﹤0.01%
136,881
+13,597
4704
$1.05M ﹤0.01%
256,192
-85,737
4705
$1.05M ﹤0.01%
1,169,257
-42,894
4706
$1.05M ﹤0.01%
121,658
+30,286
4707
$1.05M ﹤0.01%
76,160
+13,260
4708
$1.05M ﹤0.01%
48,284
-1,198
4709
$1.05M ﹤0.01%
106,695
+1,285
4710
$1.04M ﹤0.01%
29,219
-3,340
4711
$1.04M ﹤0.01%
29,679
-44
4712
$1.04M ﹤0.01%
20,509
-1,443
4713
$1.04M ﹤0.01%
444,467
-4,141
4714
$1.03M ﹤0.01%
+133,471
4715
$1.03M ﹤0.01%
10,605
+2,042
4716
$1.03M ﹤0.01%
314,615
+159,039
4717
$1.02M ﹤0.01%
56,900
+7,825
4718
$1.02M ﹤0.01%
19,979
-1,773
4719
$1.02M ﹤0.01%
35,894
-4,597
4720
$1.01M ﹤0.01%
131,958
-14,400
4721
$1.01M ﹤0.01%
42,488
+19,717
4722
$1.01M ﹤0.01%
38,568
-740
4723
$1.01M ﹤0.01%
109,202
-65,006
4724
$1M ﹤0.01%
+33,717
4725
$1M ﹤0.01%
13,797
+1,238
187 188
189
190 191