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

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
6276
$30.4K ﹤0.01%
3,024
6277
$30.4K ﹤0.01%
1,254
+614
6278
$30.4K ﹤0.01%
18,414
+16,989
6279
$30.3K ﹤0.01%
+1,300
6280
$30.3K ﹤0.01%
1,391
-1,009
6281
$30.3K ﹤0.01%
4,109
6282
$30.3K ﹤0.01%
805
+32
6283
$30.2K ﹤0.01%
1,000
-690
6284
$30.2K ﹤0.01%
1,094
+280
6285
$30.2K ﹤0.01%
5,293
+400
6286
$30K ﹤0.01%
9,085
+2,002
6287
$29.8K ﹤0.01%
5,775
-1,633
6288
$29.7K ﹤0.01%
5,808
-2,630
6289
$29.7K ﹤0.01%
1,000
+811
6290
$29.7K ﹤0.01%
13,669
-2,986
6291
$29.5K ﹤0.01%
17,077
-2,177
6292
$29.5K ﹤0.01%
862
+383
6293
$29.4K ﹤0.01%
13,344
+698
6294
$29.3K ﹤0.01%
2,865
-1,873
6295
$29.3K ﹤0.01%
121
+120
6296
$29.3K ﹤0.01%
1,318
-6,376
6297
$29.2K ﹤0.01%
+1,300
6298
$29.1K ﹤0.01%
859
+218
6299
$29.1K ﹤0.01%
2,641
+376
6300
$29K ﹤0.01%
18,682
+10,863