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
6551
$15.2K ﹤0.01%
2,950
6552
$15K ﹤0.01%
2
6553
$15K ﹤0.01%
1,501
+1,466
6554
$14.9K ﹤0.01%
1,403
+1,131
6555
$14.9K ﹤0.01%
887
+857
6556
$14.9K ﹤0.01%
462
-406
6557
$14.8K ﹤0.01%
818
6558
$14.8K ﹤0.01%
15,886
-1,938
6559
$14.7K ﹤0.01%
8,236
+4
6560
$14.6K ﹤0.01%
541
6561
$14.5K ﹤0.01%
4,714
-2
6562
$14.5K ﹤0.01%
6,310
-500
6563
$14.5K ﹤0.01%
500
6564
$14.5K ﹤0.01%
74,365
-54,742
6565
$14.5K ﹤0.01%
497
+204
6566
$14.4K ﹤0.01%
6,877
-3,023
6567
$14.3K ﹤0.01%
7,391
-5,139
6568
$14.2K ﹤0.01%
2,424
-843
6569
$14.1K ﹤0.01%
2,202
-3,265
6570
$14.1K ﹤0.01%
325
+323
6571
$14.1K ﹤0.01%
+1,310
6572
$14K ﹤0.01%
357
6573
$14K ﹤0.01%
496
6574
$14K ﹤0.01%
598
6575
$14K ﹤0.01%
326