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
1051
$96.2M 0.01%
3,166,400
+112,510
1052
$96.1M 0.01%
734,690
+210,114
1053
$96M 0.01%
2,049,579
+234,301
1054
$96M 0.01%
3,164,810
-384,745
1055
$96M 0.01%
2,010,367
+507,479
1056
$95.9M 0.01%
1,522,903
+1,129,686
1057
$95.8M 0.01%
831,449
+213,419
1058
$95.7M 0.01%
3,718,134
+2,353,360
1059
$95.7M 0.01%
2,060,499
+140,189
1060
$95.6M 0.01%
1,931,356
+269,799
1061
$95.1M 0.01%
3,068,962
+1,798,519
1062
$94.9M 0.01%
463,753
+247,174
1063
$94.9M 0.01%
1,185,097
-12,756
1064
$94.7M 0.01%
1,148,679
+50,213
1065
$94.6M 0.01%
659,367
+124,265
1066
$94.5M 0.01%
3,960,585
+3,632,833
1067
$94.3M 0.01%
1,548,864
+2,843
1068
$94M 0.01%
1,448,679
+411,896
1069
$93.9M 0.01%
1,142,589
-95,024
1070
$93.8M 0.01%
14,607,789
+1,132,459
1071
$93.7M 0.01%
1,631,426
+426,796
1072
$93.6M 0.01%
728,152
+101,477
1073
$93.4M 0.01%
335,016
+60,108
1074
$92.9M 0.01%
2,320,930
-232,952
1075
$92.6M 0.01%
3,369,967
-354,746
41 42
43
44 45