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
6601
$12.8K ﹤0.01%
625
-14
6602
$12.8K ﹤0.01%
2,170
-2,544
6603
$12.7K ﹤0.01%
11,080
+11,079
6604
$12.7K ﹤0.01%
6,901
-82,484
6605
$12.7K ﹤0.01%
4,876
-557,961
6606
$12.7K ﹤0.01%
7,994
6607
$12.7K ﹤0.01%
559
+554
6608
$12.6K ﹤0.01%
2
+1
6609
$12.6K ﹤0.01%
648
-28
6610
$12.6K ﹤0.01%
2,962
-694
6611
$12.6K ﹤0.01%
4,011
-8,751
6612
$12.5K ﹤0.01%
11,603
-153
6613
$12.5K ﹤0.01%
+198
6614
$12.5K ﹤0.01%
5,691
+2,774
6615
$12.5K ﹤0.01%
35,966
-37,314
6616
$12.5K ﹤0.01%
487
-138
6617
$12.5K ﹤0.01%
325
6618
$12.4K ﹤0.01%
2,700
-1,105
6619
$12.4K ﹤0.01%
4,100
+3,800
6620
$12.4K ﹤0.01%
5,468
+776
6621
$12.3K ﹤0.01%
205
-125
6622
$12.3K ﹤0.01%
102,334
+33,167
6623
$12.2K ﹤0.01%
3,075
+2,340
6624
$12.2K ﹤0.01%
10,157
-2,984
6625
$12.2K ﹤0.01%
2,808
-3,122
263 264
265
266 267