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
5401
$239K ﹤0.01%
27,510
+9,606
5402
$238K ﹤0.01%
14,733
-202
5403
$238K ﹤0.01%
8,573
+3,110
5404
$237K ﹤0.01%
3,245
5405
$237K ﹤0.01%
34,100
-228
5406
$237K ﹤0.01%
5,070
-334
5407
$237K ﹤0.01%
5,839
-960
5408
$236K ﹤0.01%
8,731
+514
5409
$235K ﹤0.01%
82,338
-49,139
5410
$234K ﹤0.01%
5,135
+1,900
5411
– –
0
5412
$232K ﹤0.01%
8,255
+540
5413
$232K ﹤0.01%
14,187
-1,129
5414
$232K ﹤0.01%
13,340
-106,100
5415
$231K ﹤0.01%
7,914
5416
$230K ﹤0.01%
17,484
-123,996
5417
$229K ﹤0.01%
149,934
-7,781
5418
$229K ﹤0.01%
10,190
+1,485
5419
$229K ﹤0.01%
18,562
-538
5420
$228K ﹤0.01%
22,119
+2,220
5421
$227K ﹤0.01%
108,278
+18,706
5422
$227K ﹤0.01%
22,109
-3,738
5423
$227K ﹤0.01%
2,723
-11,731
5424
$226K ﹤0.01%
19,232
+2,868
5425
$226K ﹤0.01%
55,853
-384,760
215 216
217
218 219