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
4926
$664K ﹤0.01%
474,377
+456,492
4927
$661K ﹤0.01%
29,896
-6,047
4928
$661K ﹤0.01%
87,372
+29,054
4929
$660K ﹤0.01%
81,609
-8,528
4930
$659K ﹤0.01%
66,270
+58,429
4931
$659K ﹤0.01%
39,694
4932
$658K ﹤0.01%
25,818
-9,342
4933
$658K ﹤0.01%
1,512,380
+1,500,000
4934
$656K ﹤0.01%
280,521
+236,027
4935
$656K ﹤0.01%
21,575
+5,873
4936
$654K ﹤0.01%
317,463
-158,848
4937
$651K ﹤0.01%
233,501
-95,756
4938
$649K ﹤0.01%
9,333
+199
4939
$648K ﹤0.01%
19,565
-41,845
4940
$648K ﹤0.01%
26,081
+16,344
4941
$646K ﹤0.01%
16,577
-9,285
4942
$646K ﹤0.01%
61,847
+24,599
4943
$646K ﹤0.01%
28,240
-593
4944
$645K ﹤0.01%
204,190
-25,028
4945
$645K ﹤0.01%
90,621
-366
4946
$644K ﹤0.01%
63,979
+8,057
4947
$641K ﹤0.01%
19,507
+858
4948
$640K ﹤0.01%
106,815
-42,237
4949
$638K ﹤0.01%
66,482
+32,414
4950
$638K ﹤0.01%
4,913
+499
196 197
198
199 200