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
5276
$322K ﹤0.01%
13,506
+245
5277
$321K ﹤0.01%
54,640
-821
5278
$320K ﹤0.01%
31,283
+16,311
5279
$320K ﹤0.01%
23,542
+5,984
5280
$319K ﹤0.01%
3,574
-763
5281
$319K ﹤0.01%
46,635
+2,587
5282
$318K ﹤0.01%
49,713
-19,090
5283
$318K ﹤0.01%
25,679
+8,338
5284
$317K ﹤0.01%
24,503
+2,869
5285
$315K ﹤0.01%
878
-82
5286
$314K ﹤0.01%
22,879
-92,908
5287
$314K ﹤0.01%
64,363
-7,614
5288
$314K ﹤0.01%
39,500
-55,959
5289
$314K ﹤0.01%
11,482
+491
5290
$310K ﹤0.01%
8,375
+2,765
5291
$310K ﹤0.01%
9,082
+6,391
5292
$310K ﹤0.01%
13,268
-13,538
5293
$310K ﹤0.01%
6,705
+1,207
5294
$309K ﹤0.01%
82,515
+41,579
5295
$308K ﹤0.01%
55,180
-68,743
5296
$307K ﹤0.01%
10,748
-34,801
5297
$307K ﹤0.01%
35,212
+34,878
5298
$306K ﹤0.01%
117,092
+78,448
5299
$305K ﹤0.01%
7,811
-1,595
5300
$305K ﹤0.01%
24,389
-1,465
210 211
212
213 214