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
6626
$12.2K ﹤0.01%
1,223
6627
$12.1K ﹤0.01%
911
-517
6628
$12.1K ﹤0.01%
559
6629
$12.1K ﹤0.01%
125
-22
6630
$12.1K ﹤0.01%
+3,408
6631
$12.1K ﹤0.01%
1,083
-76
6632
$12.1K ﹤0.01%
+486
6633
$11.8K ﹤0.01%
+200
6634
$11.7K ﹤0.01%
700
6635
$11.7K ﹤0.01%
3,860
-46,275
6636
$11.6K ﹤0.01%
1,163
6637
$11.6K ﹤0.01%
201
6638
$11.6K ﹤0.01%
10,316
6639
$11.5K ﹤0.01%
2,355
+99
6640
$11.5K ﹤0.01%
147
+59
6641
$11.4K ﹤0.01%
9,084
+926
6642
$11.3K ﹤0.01%
1,366
+1,140
6643
$11.3K ﹤0.01%
1,129
+193
6644
$11.3K ﹤0.01%
8,217
6645
$11.2K ﹤0.01%
1,104
6646
$11.1K ﹤0.01%
11,406
6647
$11.1K ﹤0.01%
350
6648
$11K ﹤0.01%
1,899
+1,200
6649
$11K ﹤0.01%
400
6650
$11K ﹤0.01%
+300