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
5176
$400K ﹤0.01%
7,378
-345
5177
$400K ﹤0.01%
154,868
+7,312
5178
$398K ﹤0.01%
16,067
-1,282
5179
$398K ﹤0.01%
29,656
-11,631
5180
$398K ﹤0.01%
109,886
-51,482
5181
$395K ﹤0.01%
19,065
+3,010
5182
$394K ﹤0.01%
41,305
+1,072
5183
$393K ﹤0.01%
+9,459
5184
$393K ﹤0.01%
280,766
-95,970
5185
$393K ﹤0.01%
19,529
-8,397
5186
$392K ﹤0.01%
74,018
-57,636
5187
$392K ﹤0.01%
62,250
-32,290
5188
$392K ﹤0.01%
24,537
+6,937
5189
$390K ﹤0.01%
7,856
+468
5190
$389K ﹤0.01%
67,143
-1,245
5191
$389K ﹤0.01%
203,835
-6,556
5192
$389K ﹤0.01%
6,292
-11,115
5193
$388K ﹤0.01%
78,796
-7,097
5194
$387K ﹤0.01%
45,286
+2,643
5195
$386K ﹤0.01%
14,371
-18
5196
$382K ﹤0.01%
21,794
-200
5197
$382K ﹤0.01%
20,107
+1,991
5198
$380K ﹤0.01%
128,489
+73,664
5199
$380K ﹤0.01%
12,677
5200
$379K ﹤0.01%
+20,389
206 207
208
209 210