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
6176
$38.5K ﹤0.01%
1,214
-10,190
6177
$38.4K ﹤0.01%
7,767
-1,190
6178
$38.3K ﹤0.01%
11,596
+2,287
6179
$38.1K ﹤0.01%
5,145
-16,471
6180
$38.1K ﹤0.01%
1,879
-1,121
6181
$38K ﹤0.01%
438
+206
6182
$37.9K ﹤0.01%
2,367
+2,167
6183
$37.9K ﹤0.01%
1,131
6184
$37.8K ﹤0.01%
2,500
6185
$37.8K ﹤0.01%
33,437
+7,112
6186
$37.7K ﹤0.01%
+117
6187
$37.7K ﹤0.01%
738
+588
6188
$37.6K ﹤0.01%
7,800
+1,800
6189
$37.1K ﹤0.01%
14,710
+3,695
6190
$36.9K ﹤0.01%
6,205
+815
6191
$36.9K ﹤0.01%
+471
6192
$36.8K ﹤0.01%
1,250
+798
6193
$36.6K ﹤0.01%
1,267
+192
6194
$36.6K ﹤0.01%
1,339
-163
6195
$36.6K ﹤0.01%
3,500
+200
6196
$36.5K ﹤0.01%
5,104
6197
$36.5K ﹤0.01%
800
-555
6198
$36.5K ﹤0.01%
91,200
6199
$36.5K ﹤0.01%
1,326
-2,910
6200
$36.4K ﹤0.01%
1,661
-354
246 247
248
249 250