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
5351
$274K ﹤0.01%
14,948
+5,816
5352
$274K ﹤0.01%
11,409
-175
5353
$274K ﹤0.01%
178,769
-57,121
5354
$273K ﹤0.01%
30,160
-4,139
5355
$273K ﹤0.01%
8,668
+1,405
5356
$273K ﹤0.01%
10,000
5357
$273K ﹤0.01%
672
-73
5358
$273K ﹤0.01%
45,820
+19,949
5359
$272K ﹤0.01%
120,705
-27,585
5360
$271K ﹤0.01%
66,229
+13,467
5361
$271K ﹤0.01%
11,371
+5,380
5362
$270K ﹤0.01%
6,390
+5,868
5363
$269K ﹤0.01%
7,992
-393
5364
$267K ﹤0.01%
7,415
-2,556
5365
$266K ﹤0.01%
17,626
+372
5366
$265K ﹤0.01%
144,760
+37,004
5367
$264K ﹤0.01%
138,843
-17,508
5368
$263K ﹤0.01%
73,552
+13,785
5369
$263K ﹤0.01%
140,732
-55,958
5370
$263K ﹤0.01%
49,661
+11,023
5371
$262K ﹤0.01%
918
-1,447
5372
$260K ﹤0.01%
87,064
-63
5373
$259K ﹤0.01%
135,842
-33,241
5374
$259K ﹤0.01%
8,365
-16,667
5375
$259K ﹤0.01%
14,028
-958
213 214
215
216 217