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
6051
$52.1K ﹤0.01%
9,996
-3,818
6052
$52K ﹤0.01%
149
-17
6053
$52K ﹤0.01%
3,778
-2,550
6054
$52K ﹤0.01%
42,971
-2,300
6055
$51.8K ﹤0.01%
5,233
6056
$51.6K ﹤0.01%
1,868
-23,255
6057
$51.6K ﹤0.01%
12,275
+1,478
6058
$51.4K ﹤0.01%
3,252
+3,201
6059
$51.3K ﹤0.01%
22,295
-196,813
6060
$51.3K ﹤0.01%
2,734
-202
6061
$50.9K ﹤0.01%
1,943
+1,406
6062
$50.6K ﹤0.01%
5,000
6063
$50.6K ﹤0.01%
1,639
6064
$50.6K ﹤0.01%
11,990
-10,620
6065
$50.6K ﹤0.01%
+2,000
6066
$50.5K ﹤0.01%
2,092
-50
6067
$50.3K ﹤0.01%
7,288
-11,028
6068
$50.3K ﹤0.01%
334,874
6069
$50.2K ﹤0.01%
1,911
-694
6070
$50K ﹤0.01%
+1,184
6071
$49.9K ﹤0.01%
30,272
-39,062
6072
$49.9K ﹤0.01%
82,660
-84,189
6073
$49.8K ﹤0.01%
18
-36
6074
$49.6K ﹤0.01%
+500
6075
$49.5K ﹤0.01%
2,896
-298
241 242
243
244 245