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
5526
$173K ﹤0.01%
6,309
+5,966
5527
$173K ﹤0.01%
5,337
-903
5528
$173K ﹤0.01%
8,972
+90
5529
$173K ﹤0.01%
111,343
+7,791
5530
$172K ﹤0.01%
2,013
-199
5531
$172K ﹤0.01%
8,380
+7,815
5532
$172K ﹤0.01%
6,869
-20,000
5533
$172K ﹤0.01%
13,621
+13,571
5534
$172K ﹤0.01%
83,318
-314,255
5535
$171K ﹤0.01%
76,486
-52,248
5536
$171K ﹤0.01%
5,808
-265
5537
$170K ﹤0.01%
34,462
+5,941
5538
$170K ﹤0.01%
2,206
-707
5539
$170K ﹤0.01%
104,210
+5,732
5540
$168K ﹤0.01%
55,928
-190,444
5541
$168K ﹤0.01%
66,527
+7,944
5542
$168K ﹤0.01%
23,941
+570
5543
$167K ﹤0.01%
38,858
+6,217
5544
$167K ﹤0.01%
9,080
-6,760
5545
$166K ﹤0.01%
11,569
+2,247
5546
$165K ﹤0.01%
15,098
+299
5547
$165K ﹤0.01%
42,652
+2,950
5548
$164K ﹤0.01%
5,191
-9,025
5549
$164K ﹤0.01%
20,673
+1,427
5550
$164K ﹤0.01%
12,619
-658,918
220 221
222
223 224