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

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
5876
$77.9K ﹤0.01%
27,639
-143,379
5877
$76.8K ﹤0.01%
8,271
-4,223
5878
$76.4K ﹤0.01%
2,984
+2,023
5879
$76.2K ﹤0.01%
5,728
-3,413
5880
$76.2K ﹤0.01%
22,740
+7,740
5881
$76K ﹤0.01%
50,694
-214
5882
$75.8K ﹤0.01%
8,109
-2,005
5883
$75.8K ﹤0.01%
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-170
5884
$75.8K ﹤0.01%
3,100
5885
$75.7K ﹤0.01%
7,642
+2,032
5886
$75.6K ﹤0.01%
7,549
-4,273
5887
$75.5K ﹤0.01%
2,535
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5888
$75.2K ﹤0.01%
1,067
-252
5889
$74.9K ﹤0.01%
149
-40
5890
$74.8K ﹤0.01%
2,500
5891
$74.8K ﹤0.01%
2,500
5892
$74.7K ﹤0.01%
15,000
-7
5893
$74.4K ﹤0.01%
6,039
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5894
$74.3K ﹤0.01%
15,000
-5,001
5895
$74.2K ﹤0.01%
1,000
-755
5896
$73.7K ﹤0.01%
7,661
-2,979
5897
$73.7K ﹤0.01%
463
-2,841
5898
$73.5K ﹤0.01%
7,134
-7,757
5899
$73.3K ﹤0.01%
3,358
5900
$73.3K ﹤0.01%
6,649
-101