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
5626
$137K ﹤0.01%
42,745
-160,601
5627
$137K ﹤0.01%
16,534
-186
5628
$136K ﹤0.01%
5,022
+3,022
5629
$136K ﹤0.01%
+585,540
5630
$136K ﹤0.01%
7,454
-1,012
5631
$135K ﹤0.01%
4,500
-1,300
5632
$135K ﹤0.01%
11,540
+836
5633
$135K ﹤0.01%
2,964
-380
5634
$135K ﹤0.01%
2,947
-9,171
5635
$135K ﹤0.01%
5,949
+529
5636
$135K ﹤0.01%
74,453
+8,738
5637
$134K ﹤0.01%
50,890
-47,902
5638
$134K ﹤0.01%
84,417
-8,865
5639
$134K ﹤0.01%
31,177
+6,689
5640
$134K ﹤0.01%
202,861
+119,582
5641
$134K ﹤0.01%
7,640
+980
5642
$134K ﹤0.01%
87,461
-64,050
5643
$134K ﹤0.01%
80,581
+26,790
5644
$133K ﹤0.01%
15,067
-1,346
5645
$133K ﹤0.01%
11,901
+4,674
5646
$133K ﹤0.01%
2,153
-2,724
5647
$133K ﹤0.01%
6,798
-2,080
5648
$133K ﹤0.01%
8,580
-11,031
5649
$133K ﹤0.01%
8,723
-26,512
5650
$132K ﹤0.01%
53,560
-981,651
224 225
226
227 228