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
1176
$80M 0.01%
3,318,424
+1,908,350
1177
$79.8M 0.01%
4,957,725
+108,725
1178
$79.6M 0.01%
2,091,553
-145,464
1179
$79.6M 0.01%
1,770,093
+1,018
1180
$79.5M 0.01%
641,302
-87,616
1181
$79.5M 0.01%
1,240,020
+127,727
1182
$79.3M 0.01%
616,459
-89,185
1183
$79M 0.01%
1,441,392
+47,631
1184
$78.9M 0.01%
7,412,228
-9,212,659
1185
$78.9M 0.01%
12,081,182
-60,660
1186
$78.7M 0.01%
1,440,265
+365,311
1187
$78.5M 0.01%
4,693,384
+399,002
1188
$78.2M 0.01%
1,599,683
+504,457
1189
$78.1M 0.01%
715,646
+80,332
1190
$78M 0.01%
8,302,528
-339,539
1191
$77.8M 0.01%
2,500,512
+130,457
1192
$77.8M 0.01%
21,796,382
-834,455
1193
$77.6M 0.01%
1,641,762
-282,632
1194
$77.6M 0.01%
1,661,790
-144,252
1195
$77.3M 0.01%
521,712
+264,826
1196
$77M 0.01%
1,308,238
+404,335
1197
$76.9M 0.01%
5,728,784
+992,116
1198
$76.8M 0.01%
4,112,334
+4,109,334
1199
$76.7M 0.01%
1,135,398
-17,517
1200
$76.7M 0.01%
677,279
+223,233
46 47
48
49 50