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
6701
$9.76K ﹤0.01%
306
-3,987
6702
$9.75K ﹤0.01%
10,915
-452,748
6703
$9.73K ﹤0.01%
5,286
+200
6704
$9.68K ﹤0.01%
739
6705
0
6706
$9.66K ﹤0.01%
3,489
-46,758
6707
$9.65K ﹤0.01%
2,121
-2,154
6708
$9.63K ﹤0.01%
195
6709
$9.48K ﹤0.01%
800
6710
$9.48K ﹤0.01%
8,243
-1,229
6711
$9.47K ﹤0.01%
843
6712
$9.42K ﹤0.01%
7,028
-561
6713
$9.4K ﹤0.01%
+302
6714
$9.4K ﹤0.01%
3
-5
6715
$9.37K ﹤0.01%
1,124
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6716
$9.34K ﹤0.01%
10,100
-1
6717
$9.34K ﹤0.01%
1,381
-709
6718
$9.33K ﹤0.01%
659
-2,673
6719
$9.32K ﹤0.01%
14,223
+6,908
6720
$9.32K ﹤0.01%
3,179
-8,057
6721
$9.31K ﹤0.01%
25,000
6722
$9.28K ﹤0.01%
+297
6723
$9.24K ﹤0.01%
937
6724
$9.22K ﹤0.01%
2,781
-2,047
6725
$9.21K ﹤0.01%
434
-196