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
6126
$44.2K ﹤0.01%
23,904
+10,463
6127
$44.1K ﹤0.01%
+2,086
6128
$44.1K ﹤0.01%
7,941
-25,346
6129
$43.8K ﹤0.01%
38,765
+1,218
6130
$43.7K ﹤0.01%
6,800
6131
$43.5K ﹤0.01%
10,858
-8,551
6132
$43.3K ﹤0.01%
4,404
-368
6133
$43K ﹤0.01%
4,562
+3,587
6134
$42.8K ﹤0.01%
2,530
-1,004
6135
$42.6K ﹤0.01%
32,800
-100
6136
$42.5K ﹤0.01%
42,974
+9,980
6137
$42.5K ﹤0.01%
20,738
+3,327
6138
$42.5K ﹤0.01%
+853
6139
$42.4K ﹤0.01%
+1,225
6140
$42.3K ﹤0.01%
2,937
+773
6141
$42.2K ﹤0.01%
615
-335
6142
$42.1K ﹤0.01%
5,338
-320
6143
$42K ﹤0.01%
7,901
-77
6144
$41.6K ﹤0.01%
3,000
+2,900
6145
$41.4K ﹤0.01%
53,083
-125,723
6146
$41.4K ﹤0.01%
4,900
-300
6147
$41.3K ﹤0.01%
60
6148
$41.3K ﹤0.01%
2,275
6149
$41.2K ﹤0.01%
9,855
+17
6150
$41.1K ﹤0.01%
19,929
-424,093
244 245
246
247 248