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
6226
$34K ﹤0.01%
20,112
-31,591
6227
$33.9K ﹤0.01%
32,255
+1,387
6228
$33.8K ﹤0.01%
1,388
6229
$33.7K ﹤0.01%
18,230
-117,944
6230
$33.7K ﹤0.01%
1,683
+1,224
6231
$33.6K ﹤0.01%
+1,665
6232
$33.4K ﹤0.01%
384
+125
6233
$33.3K ﹤0.01%
3,320
6234
$33.3K ﹤0.01%
+1,343
6235
$33.2K ﹤0.01%
1,124
6236
$33.2K ﹤0.01%
3,258
+548
6237
$33.2K ﹤0.01%
13,547
+11,026
6238
$33.2K ﹤0.01%
+1,500
6239
$33.1K ﹤0.01%
4,374
-13,826
6240
$32.9K ﹤0.01%
849
6241
$32.8K ﹤0.01%
6,969
+6,669
6242
$32.8K ﹤0.01%
167,226
-115,176
6243
$32.7K ﹤0.01%
48,796
+28,685
6244
$32.6K ﹤0.01%
1,344
6245
$32.6K ﹤0.01%
1,176
6246
$32.6K ﹤0.01%
6,327
-3,306
6247
$32.6K ﹤0.01%
22,010
-23,732
6248
$32.5K ﹤0.01%
+1,085
6249
$32.2K ﹤0.01%
12,487
+2,390
6250
$32.2K ﹤0.01%
3,233
248 249
250
251 252