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
5026
$549K ﹤0.01%
18,638
-83,602
5027
$548K ﹤0.01%
18,805
+2,821
5028
$545K ﹤0.01%
314,963
+39,306
5029
$545K ﹤0.01%
283,738
+177,717
5030
$545K ﹤0.01%
59,260
+35,244
5031
$543K ﹤0.01%
22,277
-9,833
5032
$543K ﹤0.01%
89,949
-87,839
5033
$543K ﹤0.01%
288,960
+26,299
5034
$543K ﹤0.01%
18,332
-7,119
5035
$542K ﹤0.01%
10,783
+7,338
5036
$541K ﹤0.01%
20,145
-6,886
5037
$540K ﹤0.01%
6,486
+517
5038
$539K ﹤0.01%
8,327
+5,330
5039
$539K ﹤0.01%
60,301
-44,436
5040
$539K ﹤0.01%
80,917
+55,438
5041
$536K ﹤0.01%
81,265
-6,334
5042
$535K ﹤0.01%
46,125
-9,296
5043
$535K ﹤0.01%
9,190
-4,115
5044
$533K ﹤0.01%
148,953
-11,599
5045
$533K ﹤0.01%
135,573
-68,974
5046
$532K ﹤0.01%
10,007
5047
$530K ﹤0.01%
22,894
-371
5048
$530K ﹤0.01%
740,406
-329,663
5049
$529K ﹤0.01%
19,735
-4,733
5050
$529K ﹤0.01%
40,134
+5,354
200 201
202
203 204