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
5901
$73.2K ﹤0.01%
62,067
+13,027
5902
$73.1K ﹤0.01%
+2,750
5903
$73K ﹤0.01%
18,476
+206
5904
$72.9K ﹤0.01%
15,672
-6,313
5905
$72.9K ﹤0.01%
2,013
+1,473
5906
$72.4K ﹤0.01%
36,399
+11
5907
$72.4K ﹤0.01%
2,193
-1,057
5908
$72.2K ﹤0.01%
129,883
+104,723
5909
$72K ﹤0.01%
3,601
+117
5910
$71.8K ﹤0.01%
3,504
+2,378
5911
$71.8K ﹤0.01%
19,089
+7,619
5912
$71.6K ﹤0.01%
6,575
-647
5913
$71.4K ﹤0.01%
+4,797
5914
$71.2K ﹤0.01%
2,916
+1,491
5915
$71K ﹤0.01%
435,790
+154,222
5916
$71K ﹤0.01%
51,842
-39,716
5917
$70.9K ﹤0.01%
+3,000
5918
$70.5K ﹤0.01%
7,172
+1,026
5919
$70.3K ﹤0.01%
2,306
5920
$70.2K ﹤0.01%
364
-340
5921
$70.1K ﹤0.01%
7,754
-28,702
5922
$69.8K ﹤0.01%
1,500
5923
$69.5K ﹤0.01%
115,762
-17,134
5924
$69.3K ﹤0.01%
673
5925
$69.3K ﹤0.01%
10,145
+8,014
235 236
237
238 239