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
6801
$7.13K ﹤0.01%
155
+2
6802
$7.1K ﹤0.01%
140
-165
6803
$7.04K ﹤0.01%
54
6804
$7.04K ﹤0.01%
760
-209
6805
$7.01K ﹤0.01%
434
6806
$7K ﹤0.01%
148,939
6807
$6.94K ﹤0.01%
298
+200
6808
$6.93K ﹤0.01%
3,150
-315
6809
$6.92K ﹤0.01%
260
+141
6810
$6.91K ﹤0.01%
13,514
+13,490
6811
$6.9K ﹤0.01%
500
6812
$6.87K ﹤0.01%
181
-25
6813
$6.81K ﹤0.01%
3,369
-2,905
6814
$6.78K ﹤0.01%
1,500
6815
$6.78K ﹤0.01%
17,051
-16,048
6816
$6.78K ﹤0.01%
159
6817
$6.76K ﹤0.01%
3,072
+2,004
6818
$6.74K ﹤0.01%
2,005
-274
6819
$6.74K ﹤0.01%
5,476
-1,025
6820
$6.72K ﹤0.01%
423
+22
6821
$6.71K ﹤0.01%
958
+100
6822
$6.7K ﹤0.01%
1,633
+1,519
6823
$6.67K ﹤0.01%
3,921
-8,390
6824
$6.65K ﹤0.01%
88,583
-35,630
6825
$6.65K ﹤0.01%
4,587
-1,195
271 272
273
274 275