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
5051
$528K ﹤0.01%
38,220
-127,600
5052
$526K ﹤0.01%
151,968
-19,132
5053
$526K ﹤0.01%
+41,132
5054
$525K ﹤0.01%
367,302
-21,896
5055
$525K ﹤0.01%
198,067
-55,361
5056
$523K ﹤0.01%
19,215
+577
5057
$523K ﹤0.01%
10,875
+451
5058
$522K ﹤0.01%
167,906
-24,613
5059
$521K ﹤0.01%
13,069
+2,550
5060
$521K ﹤0.01%
26,223
-2,639
5061
$520K ﹤0.01%
162,619
+10,963
5062
$520K ﹤0.01%
123,284
-1,509
5063
$519K ﹤0.01%
360,304
+119,908
5064
$519K ﹤0.01%
32,286
-5,347
5065
$518K ﹤0.01%
25,634
+25,494
5066
$517K ﹤0.01%
19,038
+11,095
5067
$517K ﹤0.01%
20,327
+18,112
5068
$517K ﹤0.01%
45,351
+41
5069
$516K ﹤0.01%
350,835
-9,682
5070
$516K ﹤0.01%
81,597
-5,229
5071
$512K ﹤0.01%
23,135
+6,145
5072
$511K ﹤0.01%
9,471
+3,725
5073
$511K ﹤0.01%
13,825
+1,839
5074
$510K ﹤0.01%
178,796
-76,512
5075
$508K ﹤0.01%
77,828
-5,000
201 202
203
204 205