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
576
$263M 0.03%
5,015,443
+387,501
577
$263M 0.03%
10,474,458
+1,713,006
578
$262M 0.03%
3,766,976
+1,041,918
579
$260M 0.03%
10,709,171
+1,360,075
580
$259M 0.03%
15,286,148
-786,756
581
$257M 0.03%
2,564,686
+1,016,473
582
$256M 0.03%
1,141,475
+926,324
583
$255M 0.03%
4,153,694
+775,233
584
$254M 0.03%
3,385,536
+239,650
585
$254M 0.03%
3,148,588
+645,291
586
$253M 0.03%
2,885,594
+21,771
587
$253M 0.03%
1,800,576
+119,164
588
$252M 0.03%
5,063,627
-307,090
589
$252M 0.03%
8,627,294
+1,023,095
590
$252M 0.03%
8,407,209
-451,856
591
$252M 0.03%
6,150,037
-1,000,862
592
$251M 0.03%
14,893,750
+35,851
593
$251M 0.03%
2,443,739
+90,301
594
$250M 0.03%
4,540,471
+339,420
595
$250M 0.03%
61,315,907
+10,863,281
596
$249M 0.03%
3,020,166
+1,032,843
597
$249M 0.03%
737,821
+251,047
598
$248M 0.03%
7,746,769
-4,821,095
599
$248M 0.03%
8,153,168
+1,126,588
600
$248M 0.03%
3,267,354
+290,285
22 23
24
25 26