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
5426
$225K ﹤0.01%
6,831
+991
5427
$224K ﹤0.01%
6,479
-961
5428
$224K ﹤0.01%
27,603
-7,549
5429
$224K ﹤0.01%
9,894
+4,447
5430
$223K ﹤0.01%
907
5431
$223K ﹤0.01%
5,955
+2,486
5432
$223K ﹤0.01%
23,071
-382
5433
$222K ﹤0.01%
52,281
-8
5434
$220K ﹤0.01%
45,416
+33,667
5435
$220K ﹤0.01%
25,742
-13,633
5436
$219K ﹤0.01%
19,626
+9,920
5437
$219K ﹤0.01%
3,631
+220
5438
$219K ﹤0.01%
5,617
-1,510
5439
$218K ﹤0.01%
6,036
+1,765
5440
$218K ﹤0.01%
4,729
-498
5441
$217K ﹤0.01%
3,727
+2,551
5442
$215K ﹤0.01%
58,317
-17,884
5443
$214K ﹤0.01%
13,941
5444
$214K ﹤0.01%
78,238
-195,620
5445
$214K ﹤0.01%
62
-33
5446
$213K ﹤0.01%
37,309
+23,103
5447
$213K ﹤0.01%
604,646
-311,280
5448
$212K ﹤0.01%
16,296
+642
5449
$212K ﹤0.01%
14,149
-7,163
5450
$212K ﹤0.01%
48,299
-8,626
216 217
218
219 220