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
5301
$304K ﹤0.01%
13,165
-2,163
5302
$304K ﹤0.01%
47,496
-3,991
5303
$304K ﹤0.01%
90,986
+90,924
5304
$304K ﹤0.01%
66,345
+74
5305
$304K ﹤0.01%
11,405
+5,529
5306
$303K ﹤0.01%
19,675
+8,296
5307
$303K ﹤0.01%
39,903
-120,203
5308
$303K ﹤0.01%
9,038
5309
$302K ﹤0.01%
500,347
+171,559
5310
$301K ﹤0.01%
15,553
-7,407
5311
$301K ﹤0.01%
4,233
5312
$298K ﹤0.01%
724
5313
$297K ﹤0.01%
23,469
-3,735
5314
$296K ﹤0.01%
28,959
+6,998
5315
$295K ﹤0.01%
19,825
+9,120
5316
$294K ﹤0.01%
+16,336
5317
$293K ﹤0.01%
2,111
+214
5318
$291K ﹤0.01%
68,516
+8,305
5319
$291K ﹤0.01%
60,342
+5,270
5320
$290K ﹤0.01%
41,850
-1,907
5321
$290K ﹤0.01%
6,816
-121
5322
$289K ﹤0.01%
107,728
-1,176
5323
$289K ﹤0.01%
65,915
+15,844
5324
$288K ﹤0.01%
27,020
-17,038
5325
$288K ﹤0.01%
55,317
+3,155
211 212
213
214 215