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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 17.3%
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
7801
– –
-220
7802
– –
-4,500
7803
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-825
7804
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-333
7805
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-2,000
7806
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-1,200
7807
– –
-63,312
7808
– –
-42,555
7809
– –
-794,364
7810
– –
-1,110,422
7811
– –
-1,425,250
7812
– –
-1,319,893
7813
– –
-168
7814
– –
-375
7815
– –
-500
7816
– –
-1,117,171
7817
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-323,653
7818
– –
-10,725
7819
– –
-1,475
7820
– –
-4,237
7821
– –
-875
7822
– –
-241
7823
– –
-100
7824
– –
-1,162
7825
– –
-2,519
311 312
313
314 315