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
5226
$356K ﹤0.01%
142,528
-551,081
5227
$356K ﹤0.01%
9,483
+112
5228
$356K ﹤0.01%
25,218
-9,823
5229
$353K ﹤0.01%
93,003
-4,486
5230
$353K ﹤0.01%
15,343
-23,614
5231
$352K ﹤0.01%
10,102
-2,345
5232
$351K ﹤0.01%
87,281
-3,968
5233
$351K ﹤0.01%
198,161
-12,067
5234
$350K ﹤0.01%
7,753
-1,422
5235
$350K ﹤0.01%
700,000
5236
$350K ﹤0.01%
13,549
+9,070
5237
$348K ﹤0.01%
13,318
+4,156
5238
$348K ﹤0.01%
38,029
+13,154
5239
$347K ﹤0.01%
23,561
-3,248
5240
$347K ﹤0.01%
17,767
-139,429
5241
$345K ﹤0.01%
98,357
-14,801
5242
$345K ﹤0.01%
16,536
-149,351
5243
$343K ﹤0.01%
63,488
+15,126
5244
$343K ﹤0.01%
10,545
-8,675
5245
$341K ﹤0.01%
12,867
-2,251
5246
$341K ﹤0.01%
27,934
-7,970
5247
$340K ﹤0.01%
17,325
-2,122
5248
– –
0
5249
$340K ﹤0.01%
107,948
+31,271
5250
$340K ﹤0.01%
219,253
+27,932
208 209
210
211 212