Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
+$3.71B
2
+$3.52B
3
+$2.04B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.87B
5
LLY icon
Eli Lilly
LLY
+$1.31B

Top Sells

1
+$2.8B
2
+$1.78B
3
+$703M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$611M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$573M

Sector Composition

1 Technology 17.31%
2 Healthcare 12.11%
3 Financials 10.63%
4 Consumer Discretionary 8.09%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5476
$200K ﹤0.01%
46,535
+39,375
5477
$200K ﹤0.01%
181,512
-40,556
5478
$199K ﹤0.01%
31,500
-1,375
5479
$197K ﹤0.01%
27,728
-19,337
5480
$197K ﹤0.01%
341,129
-6,389
5481
$197K ﹤0.01%
29,822
5482
$197K ﹤0.01%
13,022
-1,054
5483
$196K ﹤0.01%
72,988
-1,550
5484
$195K ﹤0.01%
+35,114
5485
$195K ﹤0.01%
8,431
-5
5486
$195K ﹤0.01%
14,975
-500
5487
$192K ﹤0.01%
5,539
-4,872
5488
$192K ﹤0.01%
16,216
+4,172
5489
$192K ﹤0.01%
5,452
-2,056
5490
$191K ﹤0.01%
5,608
-15,264
5491
$189K ﹤0.01%
6,245
+2,347
5492
$188K ﹤0.01%
35,624
-14,099
5493
$188K ﹤0.01%
279,429
-183,723
5494
$188K ﹤0.01%
10,231
-15,238
5495
$187K ﹤0.01%
3,300
5496
$187K ﹤0.01%
1,523
-78
5497
$186K ﹤0.01%
52,669
+5,852
5498
$185K ﹤0.01%
19,313
+2,063
5499
$185K ﹤0.01%
8,040
+2,260
5500
$185K ﹤0.01%
32,433
+14,329
218 219
220
221 222