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
4901
$701K ﹤0.01%
31,857
+5,698
4902
$700K ﹤0.01%
20,547
-319
4903
$697K ﹤0.01%
20,736
-4,681
4904
$694K ﹤0.01%
245,291
4905
$690K ﹤0.01%
4,729
+871
4906
$690K ﹤0.01%
15,442
+3,752
4907
$689K ﹤0.01%
71,580
+10,603
4908
$688K ﹤0.01%
39,933
+11,791
4909
$687K ﹤0.01%
32,349
-8,995
4910
$683K ﹤0.01%
77,346
+22,601
4911
$679K ﹤0.01%
27,141
-2,789
4912
$678K ﹤0.01%
64,603
+9,451
4913
$675K ﹤0.01%
14,325
+3,613
4914
$675K ﹤0.01%
16,110
+4,742
4915
$674K ﹤0.01%
34,341
-76,505
4916
$672K ﹤0.01%
95,977
+63,202
4917
$672K ﹤0.01%
106,786
-7,882
4918
$671K ﹤0.01%
7,837
-1,416
4919
$671K ﹤0.01%
38,927
+6,263
4920
$670K ﹤0.01%
32,174
+31,138
4921
$669K ﹤0.01%
258,451
+81,667
4922
$669K ﹤0.01%
371,614
+75,359
4923
$669K ﹤0.01%
162,686
+855
4924
$668K ﹤0.01%
48,530
+849
4925
$665K ﹤0.01%
6,169
+5,762
195 196
197
198 199