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
5376
$259K ﹤0.01%
8,675
-1,567
5377
$258K ﹤0.01%
1,493
-312
5378
$257K ﹤0.01%
190
-1,053
5379
$257K ﹤0.01%
225,353
+78,571
5380
$256K ﹤0.01%
23,420
+14,984
5381
$255K ﹤0.01%
9,961
-685
5382
$254K ﹤0.01%
16,451
-153,806
5383
$252K ﹤0.01%
322,101
-146,055
5384
$252K ﹤0.01%
+11,408
5385
$252K ﹤0.01%
71,415
-11,078
5386
$251K ﹤0.01%
58,291
+52,426
5387
$250K ﹤0.01%
10,062
+7,290
5388
$248K ﹤0.01%
35,079
-116,235
5389
$245K ﹤0.01%
10,284
-6,088
5390
$245K ﹤0.01%
6,685
+3,960
5391
$242K ﹤0.01%
9,245
+1,992
5392
$242K ﹤0.01%
53,469
+272
5393
$241K ﹤0.01%
9,530
-107
5394
$241K ﹤0.01%
121,659
+22,498
5395
$241K ﹤0.01%
53,574
+5,168
5396
$240K ﹤0.01%
16,108
+4,823
5397
$240K ﹤0.01%
76,012
+72,902
5398
$240K ﹤0.01%
571,269
-67,590
5399
$239K ﹤0.01%
25,673
+18,714
5400
$239K ﹤0.01%
91
+7
214 215
216
217 218