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
5326
$288K ﹤0.01%
8,840
+3,285
5327
$287K ﹤0.01%
27,365
+24,265
5328
$287K ﹤0.01%
10,084
+7,814
5329
$286K ﹤0.01%
28,121
-1,502
5330
$286K ﹤0.01%
9,166
-4,818
5331
$282K ﹤0.01%
107,627
-75,318
5332
$282K ﹤0.01%
16,217
-13,696
5333
$281K ﹤0.01%
23,890
-2,926
5334
$281K ﹤0.01%
135,595
+75,486
5335
$281K ﹤0.01%
12,261
-296
5336
$281K ﹤0.01%
21,163
+3,409
5337
$280K ﹤0.01%
194,301
+31,233
5338
$280K ﹤0.01%
17,060
+532
5339
$279K ﹤0.01%
8,556
-20
5340
$279K ﹤0.01%
45,677
-12,039
5341
$279K ﹤0.01%
32,206
-19,802
5342
$279K ﹤0.01%
9,609
+5,528
5343
$278K ﹤0.01%
91,213
+51,717
5344
$278K ﹤0.01%
47,467
+29,440
5345
$277K ﹤0.01%
16,530
+5,474
5346
$276K ﹤0.01%
172,689
-1,694,241
5347
$276K ﹤0.01%
56,563
+1,000
5348
$276K ﹤0.01%
9,598
+1,722
5349
$275K ﹤0.01%
7,245
+557
5350
$274K ﹤0.01%
7,095
-4,645
212 213
214
215 216