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
5151
$422K ﹤0.01%
108,228
+24,991
5152
$422K ﹤0.01%
37,342
+4,711
5153
$421K ﹤0.01%
44,534
+36,304
5154
$420K ﹤0.01%
232,057
+78,841
5155
$418K ﹤0.01%
27,600
+9,954
5156
$417K ﹤0.01%
5,817
-5,650
5157
$415K ﹤0.01%
1,745
+1,264
5158
$413K ﹤0.01%
43,200
-2,063
5159
$413K ﹤0.01%
101,156
-38,336
5160
$411K ﹤0.01%
+19,275
5161
$410K ﹤0.01%
97,393
+26
5162
$409K ﹤0.01%
144,584
+1,392
5163
$409K ﹤0.01%
100,008
+100,000
5164
$409K ﹤0.01%
18,669
+2,185
5165
$408K ﹤0.01%
169,187
-81,448
5166
$406K ﹤0.01%
33,536
-7,217
5167
$406K ﹤0.01%
31,775
-156,917
5168
$404K ﹤0.01%
13,460
-12,950
5169
$403K ﹤0.01%
1,546
-171
5170
$403K ﹤0.01%
101,261
+66,925
5171
$403K ﹤0.01%
24,142
-31,678
5172
$403K ﹤0.01%
15,864
-28,366
5173
$402K ﹤0.01%
5,694
5174
$401K ﹤0.01%
50,275
-9,035
5175
$401K ﹤0.01%
326,160
-141,549
205 206
207
208 209