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
801
$153M 0.02%
3,894,053
+377,564
802
$153M 0.02%
1,673,593
+51,290
803
$152M 0.02%
3,612,013
+1,369,235
804
$152M 0.02%
2,221,091
+194,122
805
$152M 0.02%
1,886,916
+416,160
806
$151M 0.02%
1,872,736
+1,662,313
807
$151M 0.02%
1,698,191
+143,892
808
$151M 0.02%
2,510,014
+181,496
809
$150M 0.02%
694,425
+239,867
810
$150M 0.02%
15,364,271
+2,437,711
811
$149M 0.02%
3,766,835
-299,929
812
$148M 0.02%
2,460,920
-2,551,952
813
$148M 0.02%
4,653,265
+192,435
814
$148M 0.02%
1,054,389
+211,659
815
$147M 0.02%
5,265,070
-2,152,151
816
$147M 0.02%
1,594,281
+182,957
817
$146M 0.02%
2,372,696
+2,113,652
818
$146M 0.02%
3,704,134
-1,119,665
819
$146M 0.02%
1,050,000
+103,628
820
$146M 0.02%
4,021,115
-1,286,027
821
$145M 0.02%
2,745,732
+124,935
822
$145M 0.02%
8,420,965
-907,725
823
$143M 0.02%
1,572,399
-113,180
824
$143M 0.02%
2,107,977
+1,658,103
825
$143M 0.02%
6,956,606
-3,149,022
31 32
33
34 35