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
5726
$110K ﹤0.01%
6,089
+4,372
5727
$110K ﹤0.01%
7,743
+1,965
5728
$110K ﹤0.01%
19,692
+10,330
5729
$110K ﹤0.01%
3,315
-300
5730
$109K ﹤0.01%
36,338
-1,550
5731
$109K ﹤0.01%
368
-27
5732
$109K ﹤0.01%
5,138
-2,782
5733
$109K ﹤0.01%
26,616
+5,778
5734
$109K ﹤0.01%
8,177
+587
5735
$108K ﹤0.01%
12,217
-9,069
5736
$108K ﹤0.01%
29,141
-607
5737
$108K ﹤0.01%
26,334
+15,510
5738
$108K ﹤0.01%
1,502
+520
5739
$107K ﹤0.01%
24,000
+3,215
5740
$107K ﹤0.01%
14,904
+7,179
5741
$106K ﹤0.01%
3,387
-5
5742
$105K ﹤0.01%
3,451
-156
5743
$105K ﹤0.01%
9,163
+2,649
5744
$105K ﹤0.01%
13,796
+5,624
5745
$104K ﹤0.01%
14,116
-2,524
5746
$104K ﹤0.01%
79,091
-19,021
5747
$104K ﹤0.01%
2,983
+2,272
5748
$104K ﹤0.01%
49,059
+2,091
5749
$103K ﹤0.01%
3,000
-630
5750
$103K ﹤0.01%
83,307
-238,926
228 229
230
231 232