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
5076
$507K ﹤0.01%
15,712
-870
5077
$506K ﹤0.01%
69,788
-104,882
5078
$504K ﹤0.01%
157,460
-12,015
5079
$503K ﹤0.01%
31,665
+10,290
5080
$502K ﹤0.01%
5,392
-8,978
5081
$500K ﹤0.01%
43,627
-1,188
5082
$499K ﹤0.01%
55,401
-8,463
5083
$499K ﹤0.01%
49,600
5084
$499K ﹤0.01%
124,689
+6,582
5085
$498K ﹤0.01%
20,723
+6,780
5086
$497K ﹤0.01%
202,922
-84,582
5087
$497K ﹤0.01%
33,273
+32,192
5088
$494K ﹤0.01%
9,177
-933
5089
$494K ﹤0.01%
15,588
-4,142
5090
$494K ﹤0.01%
11,093
+10,402
5091
$490K ﹤0.01%
9,589
+2,999
5092
$489K ﹤0.01%
18,673
-461
5093
$489K ﹤0.01%
89,026
-16,626
5094
$487K ﹤0.01%
38,160
-5,234
5095
$483K ﹤0.01%
64,339
-683
5096
$482K ﹤0.01%
175,292
-393,297
5097
$481K ﹤0.01%
20,453
-5,025
5098
$480K ﹤0.01%
6,710
-4,279
5099
$480K ﹤0.01%
61,558
+10,871
5100
$479K ﹤0.01%
39,461
+34,760
202 203
204
205 206