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
5201
$377K ﹤0.01%
18,292
+800
5202
$376K ﹤0.01%
46,499
+1,623
5203
$376K ﹤0.01%
14,473
-1,529
5204
$374K ﹤0.01%
50,254
-14,220
5205
$373K ﹤0.01%
35,458
+490
5206
$373K ﹤0.01%
29,425
-6,154
5207
$372K ﹤0.01%
10,421
-8,569
5208
$372K ﹤0.01%
44,106
-36,224
5209
$370K ﹤0.01%
445,940
+169,329
5210
$369K ﹤0.01%
63,972
+20,574
5211
$369K ﹤0.01%
26,467
-59,080
5212
$368K ﹤0.01%
47,951
+415
5213
$368K ﹤0.01%
25,373
-14,283
5214
$365K ﹤0.01%
45,577
+14,740
5215
$364K ﹤0.01%
24,857
+587
5216
$364K ﹤0.01%
5,973
-3,173
5217
$364K ﹤0.01%
69,582
-69,132
5218
$363K ﹤0.01%
12,696
+1,005
5219
$363K ﹤0.01%
158,014
-65,748
5220
$363K ﹤0.01%
85,728
-10,901
5221
$363K ﹤0.01%
49,332
-3,335
5222
$361K ﹤0.01%
20,075
+1,621
5223
$360K ﹤0.01%
102,624
-68,088
5224
$358K ﹤0.01%
16,926
+7,155
5225
$357K ﹤0.01%
91,908
+51,617
207 208
209
210 211