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
501
$311M 0.04%
5,071,174
+264,471
502
$310M 0.04%
1,533,937
+253,940
503
$310M 0.04%
3,803,907
-108,911
504
$310M 0.04%
20,298,220
+1,316,580
505
$309M 0.04%
3,972,393
-1,137,419
506
$308M 0.04%
6,505,501
-696,322
507
$308M 0.04%
6,119,240
-214,428
508
$308M 0.04%
4,365,832
+3,721,613
509
$308M 0.03%
8,082,061
-569,044
510
$307M 0.03%
7,904,655
+91,766
511
$305M 0.03%
2,909,118
+824,640
512
$305M 0.03%
21,834,980
-2,267,523
513
$304M 0.03%
13,474,269
+2,689,204
514
$303M 0.03%
3,055,514
+1,018,338
515
$303M 0.03%
3,236,416
+277,337
516
$303M 0.03%
1,275,693
+1,037,295
517
$303M 0.03%
2,044,292
+1,727,071
518
$301M 0.03%
3,589,866
+482,554
519
$301M 0.03%
2,631,331
+1,232,917
520
$301M 0.03%
10,461,645
+230,481
521
$300M 0.03%
1,709,702
+922,054
522
$300M 0.03%
3,361,739
+108,621
523
$300M 0.03%
4,453,162
+2,718,018
524
$299M 0.03%
1,378,866
+432,155
525
$299M 0.03%
4,605,307
-128,434
19 20
21
22 23