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
4951
$637K ﹤0.01%
26,782
+4,312
4952
$635K ﹤0.01%
303,679
-16,335
4953
$633K ﹤0.01%
19,722
+6,193
4954
$632K ﹤0.01%
56,871
+21,831
4955
$628K ﹤0.01%
211,438
+7,359
4956
$627K ﹤0.01%
40,477
-65,200
4957
$627K ﹤0.01%
82,285
+16,190
4958
$627K ﹤0.01%
96,423
+41,630
4959
$626K ﹤0.01%
257,786
+77,967
4960
$626K ﹤0.01%
4,821
+913
4961
$625K ﹤0.01%
33,281
+930
4962
$621K ﹤0.01%
145,678
-207,443
4963
$619K ﹤0.01%
61,949
+17,860
4964
$619K ﹤0.01%
24,856
+3,478
4965
$617K ﹤0.01%
65,311
+1
4966
$616K ﹤0.01%
54,403
-3,795
4967
$616K ﹤0.01%
1,825
-1,324
4968
$615K ﹤0.01%
16,446
+3,264
4969
$614K ﹤0.01%
209,657
+4,711
4970
$614K ﹤0.01%
35,901
-71,977
4971
$612K ﹤0.01%
251,896
-126,458
4972
$611K ﹤0.01%
636,053
+30,889
4973
$609K ﹤0.01%
67,341
-28,230
4974
$609K ﹤0.01%
49,903
+4,393
4975
$608K ﹤0.01%
6,621
+4,819
197 198
199
200 201