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
5676
$124K ﹤0.01%
33,564
+17,436
5677
$124K ﹤0.01%
11,572
-77,931
5678
$124K ﹤0.01%
16,043
+3,239
5679
$124K ﹤0.01%
24,087
+5,675
5680
$123K ﹤0.01%
45,054
+26,846
5681
$122K ﹤0.01%
5,669
5682
$122K ﹤0.01%
+3,323
5683
$122K ﹤0.01%
4,629
-38
5684
$122K ﹤0.01%
35,555
5685
$121K ﹤0.01%
5,131
+1,797
5686
$121K ﹤0.01%
27,745
5687
$120K ﹤0.01%
2,453
+2,307
5688
$120K ﹤0.01%
2,213
-2,757
5689
$120K ﹤0.01%
2,610
-238
5690
$120K ﹤0.01%
90,002
+1,080
5691
$120K ﹤0.01%
29,901
+1,537
5692
$120K ﹤0.01%
17,009
5693
$119K ﹤0.01%
16,423
+8,078
5694
$119K ﹤0.01%
9,594
-11,244
5695
$119K ﹤0.01%
209,258
-388,717
5696
$118K ﹤0.01%
9,527
+964
5697
$118K ﹤0.01%
1,522
-347
5698
$118K ﹤0.01%
35,729
-18,091
5699
$118K ﹤0.01%
17,858
-12,591
5700
$118K ﹤0.01%
+7,493
226 227
228
229 230