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
5651
$131K ﹤0.01%
4,492
5652
$131K ﹤0.01%
3,860
+961
5653
$131K ﹤0.01%
55,558
+2,133
5654
$131K ﹤0.01%
198,429
-8,642
5655
$131K ﹤0.01%
4,400
+1,650
5656
$130K ﹤0.01%
+2,089
5657
$130K ﹤0.01%
13,066
-92,141
5658
$130K ﹤0.01%
65,428
-134,546
5659
$129K ﹤0.01%
17,561
+5,999
5660
$129K ﹤0.01%
+27,373
5661
$128K ﹤0.01%
709
5662
$127K ﹤0.01%
4,419
-814
5663
$127K ﹤0.01%
2,682
+946
5664
$127K ﹤0.01%
3,945
+729
5665
$127K ﹤0.01%
3,980
5666
$127K ﹤0.01%
2,885
-65
5667
$127K ﹤0.01%
2,497
5668
$127K ﹤0.01%
22,811
-20,642
5669
$127K ﹤0.01%
25,612
-4,161
5670
$127K ﹤0.01%
24,945
-28,115
5671
$127K ﹤0.01%
11,503
-416
5672
$126K ﹤0.01%
76,399
-66,331
5673
$126K ﹤0.01%
19,707
+4,203
5674
$125K ﹤0.01%
20,370
+7,918
5675
$124K ﹤0.01%
2,485
+199
225 226
227
228 229