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
1251
$70.1M 0.01%
1,079,281
+609,201
1252
$70M 0.01%
5,015,328
+903,782
1253
$69.8M 0.01%
1,197,192
+193,967
1254
$69.6M 0.01%
5,252,426
-795,600
1255
$69.6M 0.01%
923,663
+205,321
1256
$69.4M 0.01%
1,322,172
-46,581
1257
$69.3M 0.01%
1,435,521
+208,580
1258
$69.3M 0.01%
1,313,406
+1,082,141
1259
$69.2M 0.01%
552,923
+21,542
1260
$68.9M 0.01%
374,127
+167,109
1261
$68.8M 0.01%
573,038
+83,658
1262
$68.7M 0.01%
953,791
+478,329
1263
$68.4M 0.01%
1,946,080
+167,024
1264
$68.4M 0.01%
3,075,379
+990,987
1265
$68.4M 0.01%
719,796
-11,505
1266
$68.3M 0.01%
1,465,655
-15,394
1267
$68.3M 0.01%
1,818,964
-92,322
1268
$68.2M 0.01%
792,171
+238,852
1269
$68.1M 0.01%
3,526,994
+2,853,438
1270
$67.9M 0.01%
4,164,951
+4,032,202
1271
$67.8M 0.01%
2,809,224
+409,021
1272
$67.8M 0.01%
1,739,527
-4,613
1273
$67.7M 0.01%
8,675,927
-2,073,304
1274
$67.6M 0.01%
4,004,701
+2,369,656
1275
$67.5M 0.01%
2,693,591
-4,328,532
49 50
51
52 53