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
6151
$41K ﹤0.01%
5,958
-2,615
6152
$40.8K ﹤0.01%
2,615
-1,947
6153
$40.7K ﹤0.01%
11,008
6154
$40.6K ﹤0.01%
4,050
6155
$40.6K ﹤0.01%
1,067
+554
6156
$40.5K ﹤0.01%
1,376
+1,300
6157
$40.4K ﹤0.01%
15,962
+15,273
6158
$40.3K ﹤0.01%
40,935
-13,072
6159
$40.2K ﹤0.01%
1,634
6160
$40.2K ﹤0.01%
23,600
-350
6161
$40.1K ﹤0.01%
2
-3
6162
$39.8K ﹤0.01%
56,086
-196,568
6163
$39.8K ﹤0.01%
+1,205
6164
$39.7K ﹤0.01%
8,087
-4,572
6165
$39.7K ﹤0.01%
12,599
-19,349
6166
$39.5K ﹤0.01%
1,606
-828
6167
$39.4K ﹤0.01%
518
+494
6168
$39.2K ﹤0.01%
47,781
-30,103
6169
$39.1K ﹤0.01%
2,335
-906
6170
$39.1K ﹤0.01%
4,479
+438
6171
$38.9K ﹤0.01%
13,128
+9,592
6172
$38.7K ﹤0.01%
71,752
-8,844
6173
$38.5K ﹤0.01%
1,875
6174
$38.5K ﹤0.01%
3,347
+2,057
6175
$38.5K ﹤0.01%
12,375
-48,079
245 246
247
248 249