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
5126
$448K ﹤0.01%
59,625
-3,375
5127
$447K ﹤0.01%
197,877
-172,547
5128
$447K ﹤0.01%
1,979
-18,336
5129
$446K ﹤0.01%
13,927
-13,766
5130
$445K ﹤0.01%
30,161
+18,365
5131
$441K ﹤0.01%
85,674
+11,417
5132
$441K ﹤0.01%
10,652
-8,917
5133
$439K ﹤0.01%
84,971
+30,026
5134
$436K ﹤0.01%
6,038
-3,962
5135
$436K ﹤0.01%
49,149
+4,139
5136
$436K ﹤0.01%
45,376
+9,314
5137
$435K ﹤0.01%
72,184
-65,456
5138
$435K ﹤0.01%
324,495
-50,298
5139
$433K ﹤0.01%
12,137
-6,188
5140
$432K ﹤0.01%
13,634
+3,995
5141
$432K ﹤0.01%
76,220
-38
5142
$431K ﹤0.01%
9,337
+4,924
5143
$431K ﹤0.01%
40,473
-9,699
5144
$430K ﹤0.01%
38,180
+19,085
5145
$429K ﹤0.01%
32,539
+11,378
5146
$428K ﹤0.01%
8,730
+2,170
5147
$426K ﹤0.01%
79,963
+46,087
5148
$426K ﹤0.01%
70,966
-62,072
5149
$425K ﹤0.01%
41,424
-17,511
5150
$423K ﹤0.01%
27,291
+111
204 205
206
207 208