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
1201
$76.6M 0.01%
1,689,711
+702,556
1202
$76.3M 0.01%
1,484,292
+189,322
1203
$76.3M 0.01%
5,972,239
+295,214
1204
$76.2M 0.01%
2,924,613
-152,618
1205
$76.1M 0.01%
997,271
+231,030
1206
$76.1M 0.01%
2,734,714
-1,015,585
1207
$75.9M 0.01%
5,384,802
-56,242
1208
$75.8M 0.01%
1,673,506
+63,343
1209
$75.4M 0.01%
1,292,714
+151,794
1210
$75.1M 0.01%
10,947,495
+595,839
1211
$75M 0.01%
1,517,289
+911,001
1212
$74.8M 0.01%
715,287
+100,302
1213
$74.7M 0.01%
14,682,584
+987,121
1214
$74.7M 0.01%
258,352
+55,397
1215
$74.7M 0.01%
883,347
+528,449
1216
$73.6M 0.01%
2,940,913
+746,228
1217
$73.5M 0.01%
1,024,483
+535,900
1218
$73.4M 0.01%
5,170,629
-774,713
1219
$73.4M 0.01%
2,472,190
+662,222
1220
$73.2M 0.01%
875,859
+67,658
1221
$73.2M 0.01%
857,905
+100,946
1222
$73.2M 0.01%
9,380,113
-1,135,014
1223
$73.1M 0.01%
742,050
-157,972
1224
$73M 0.01%
6,377,470
-27,419
1225
$73M 0.01%
5,300,490
+1,037,828
47 48
49
50 51