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
5751
$103K ﹤0.01%
3,000
5752
$103K ﹤0.01%
15,921
-20,049
5753
$103K ﹤0.01%
4,758
+1,631
5754
$102K ﹤0.01%
193,690
+9,885
5755
$102K ﹤0.01%
5,373
-5,396
5756
$102K ﹤0.01%
1,961
-472
5757
$102K ﹤0.01%
33,976
+6,950
5758
$102K ﹤0.01%
21,986
-6,351
5759
$101K ﹤0.01%
6,591
-5,368
5760
$101K ﹤0.01%
11,466
-970
5761
$100K ﹤0.01%
13,802
+12,176
5762
$100K ﹤0.01%
4,944
-108
5763
$100K ﹤0.01%
11,379
-3,836
5764
$100K ﹤0.01%
586,744
-2,063
5765
$99.6K ﹤0.01%
15,293
-3,247
5766
$99.3K ﹤0.01%
12,090
+3,157
5767
$99.2K ﹤0.01%
27,796
+10,642
5768
$99K ﹤0.01%
42,506
+9,917
5769
$98.9K ﹤0.01%
3,151
+953
5770
$98.8K ﹤0.01%
105,064
+104,972
5771
$98.5K ﹤0.01%
28,149
-1,039
5772
$98.5K ﹤0.01%
15,318
+2,110
5773
$98.3K ﹤0.01%
12,287
+1,300
5774
$98.3K ﹤0.01%
14,824
+2,883
5775
$97.3K ﹤0.01%
4,232
229 230
231
232 233