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
5551
$163K ﹤0.01%
25,213
+4,238
5552
$163K ﹤0.01%
23,760
-4,300
5553
$163K ﹤0.01%
126,108
-15,403
5554
$162K ﹤0.01%
6,504
-162,339
5555
$162K ﹤0.01%
4,780
+1,732
5556
$161K ﹤0.01%
29,976
-39,185
5557
$161K ﹤0.01%
8,591
+6,246
5558
$161K ﹤0.01%
2,390
+1,740
5559
$160K ﹤0.01%
40,726
-3,790
5560
$160K ﹤0.01%
22,454
+8,504
5561
$160K ﹤0.01%
6,412
-465
5562
$160K ﹤0.01%
12,591
+8,973
5563
$159K ﹤0.01%
2,095
+36
5564
$158K ﹤0.01%
10,850
+2,195
5565
$158K ﹤0.01%
5,147
+1,058
5566
$158K ﹤0.01%
10,200
5567
$158K ﹤0.01%
118,758
+1,188
5568
$158K ﹤0.01%
238,653
+212,878
5569
$156K ﹤0.01%
7,467
+4,877
5570
$156K ﹤0.01%
2,489
+699
5571
$156K ﹤0.01%
74,141
-1,812
5572
$155K ﹤0.01%
30,430
-1,855
5573
$155K ﹤0.01%
+19,556
5574
$154K ﹤0.01%
9,414
+295
5575
$154K ﹤0.01%
5,030
+4,666
221 222
223
224 225