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
101
$1.74B 0.2%
7,009,269
+1,167,553
102
$1.69B 0.19%
11,678,971
+17,567
103
$1.68B 0.19%
20,502,544
+1,794,080
104
$1.67B 0.19%
11,015,784
-94,945
105
$1.67B 0.19%
22,495,670
+798,734
106
$1.67B 0.19%
5,414,008
+1,115,729
107
$1.64B 0.19%
14,577,827
+4,729,040
108
$1.64B 0.19%
28,024,000
-117,414
109
$1.63B 0.19%
39,536,664
+12,088,073
110
$1.63B 0.18%
20,028,074
+2,893,771
111
$1.6B 0.18%
33,140,700
+776,990
112
$1.59B 0.18%
10,872,704
+2,796,694
113
$1.59B 0.18%
8,321,871
+872,795
114
$1.58B 0.18%
6,608,165
+969,222
115
$1.57B 0.18%
34,923,869
-1,330,748
116
$1.56B 0.18%
5,866,613
+1,351,002
117
$1.54B 0.17%
11,343,685
+203,085
118
$1.54B 0.17%
10,984,556
+1,742,108
119
$1.53B 0.17%
7,231,486
+962,800
120
$1.52B 0.17%
23,203,406
+2,419,420
121
$1.52B 0.17%
17,350,494
-6,579,909
122
$1.52B 0.17%
22,750,267
+4,663,166
123
$1.51B 0.17%
2,943,205
+465,102
124
$1.51B 0.17%
29,614,118
-352,847
125
$1.49B 0.17%
19,774,065
+1,678,893
3 4
5
6 7