Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
+$3.71B
2
+$3.52B
3
+$2.04B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.87B
5
LLY icon
Eli Lilly
LLY
+$1.31B

Top Sells

1
+$2.8B
2
+$1.78B
3
+$703M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$611M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$573M

Sector Composition

1 Technology 17.31%
2 Healthcare 12.11%
3 Financials 10.63%
4 Consumer Discretionary 8.09%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7751
– –
-125
7752
– –
-1
7753
– –
-1
7754
– –
-4
7755
– –
-1
7756
– –
-77
7757
– –
-49
7758
– –
-3,175
7759
– –
-6,667
7760
– –
-250
7761
– –
-5,001
7762
– –
-400
7763
– –
-14,817
7764
– –
0
7765
– –
-70,000
7766
– –
-3,900
7767
– –
-874,363
7768
– –
-10
7769
– –
-100
7770
– –
-13,000
7771
– –
-1
7772
– –
-152
7773
– –
-2,100
7774
– –
-3
7775
– –
-2,130
309 310
311
312 313