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
5501
$184K ﹤0.01%
49,367
-7,485
5502
$184K ﹤0.01%
18,058
+10,815
5503
$184K ﹤0.01%
5,176
-272
5504
$183K ﹤0.01%
26,905
-3,041
5505
$183K ﹤0.01%
+12,828
5506
$183K ﹤0.01%
52,436
-2,260
5507
$182K ﹤0.01%
25,749
+22,065
5508
$181K ﹤0.01%
9,549
-827
5509
$181K ﹤0.01%
95,262
+51,312
5510
$181K ﹤0.01%
6,597
+4,035
5511
$180K ﹤0.01%
6,252
+826
5512
$180K ﹤0.01%
36,270
-19,705
5513
$179K ﹤0.01%
4,961
+3,154
5514
$179K ﹤0.01%
5,471
5515
$179K ﹤0.01%
15,062
-10,380
5516
$179K ﹤0.01%
33,549
+19,519
5517
$178K ﹤0.01%
6,056
-1,017
5518
$178K ﹤0.01%
3,813
-151
5519
$178K ﹤0.01%
7,582
-328
5520
$177K ﹤0.01%
31,060
+13,118
5521
$177K ﹤0.01%
88,304
-3,400
5522
$176K ﹤0.01%
17,607
-1,801
5523
$176K ﹤0.01%
25
5524
$174K ﹤0.01%
14,483
-1,072
5525
$174K ﹤0.01%
223
+202
219 220
221
222 223