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
1226
$72.9M 0.01%
61,122
-5,053
1227
$72.8M 0.01%
1,862,296
-953,100
1228
$72.8M 0.01%
1,119,471
+707,765
1229
$72.6M 0.01%
2,339,915
+78,035
1230
$72.2M 0.01%
1,457,336
+111,494
1231
$72.1M 0.01%
4,736,254
+2,909,393
1232
$72M 0.01%
820,962
+605,243
1233
$72M 0.01%
5,541,388
-1,722,868
1234
$72M 0.01%
2,051,654
-286,940
1235
$72M 0.01%
746,522
-38,687
1236
$71.8M 0.01%
2,341,108
-856,575
1237
$71.8M 0.01%
1,487,066
+440,208
1238
$71.7M 0.01%
342,077
+39,673
1239
$71.5M 0.01%
483,255
-212,587
1240
$71.4M 0.01%
2,401,514
+220,800
1241
$71.4M 0.01%
320,876
+246,451
1242
$71.1M 0.01%
2,566,080
+1,342
1243
$71M 0.01%
1,839,118
+1,203,536
1244
$70.9M 0.01%
3,126,341
+135,977
1245
$70.8M 0.01%
2,607,088
-671,093
1246
$70.6M 0.01%
1,704,727
-74,188
1247
$70.6M 0.01%
4,523,439
-99,568
1248
$70.3M 0.01%
1,778,699
+164,306
1249
$70.3M 0.01%
415,318
+151,754
1250
$70.3M 0.01%
1,312,205
+95,855
48 49
50
51 52