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
1276
$67.4M 0.01%
1,658,373
+195,191
1277
$67.4M 0.01%
448,871
+108,244
1278
$67.4M 0.01%
4,309,216
-640,905
1279
$67.3M 0.01%
2,272,271
+911,336
1280
$67M 0.01%
819,668
-8,448
1281
$66.9M 0.01%
268,299
-43,028
1282
$66.9M 0.01%
3,232,314
+423,889
1283
$66.8M 0.01%
346,190
+245,102
1284
$66.8M 0.01%
14,083,153
+5,554,691
1285
$66.7M 0.01%
1,799,368
+204,188
1286
$66.7M 0.01%
938,077
-35,101
1287
$66.5M 0.01%
705,086
+424,475
1288
$66.5M 0.01%
3,262,805
+1,391,463
1289
$66.4M 0.01%
1,011,657
+509,534
1290
$66.3M 0.01%
1,743,320
+1,258,806
1291
$65.9M 0.01%
1,306,281
+1,103,582
1292
$65.9M 0.01%
497,532
-10,811
1293
$65.8M 0.01%
2,068,742
+78,656
1294
$65.8M 0.01%
1,015,024
+65,652
1295
$65.7M 0.01%
5,172,435
-163,910
1296
$65.7M 0.01%
3,469,300
+2,220,803
1297
$65.5M 0.01%
622,218
-9,790
1298
$65.3M 0.01%
3,097,195
+309,839
1299
$65.2M 0.01%
1,713,836
+369,032
1300
$65.1M 0.01%
6,006,003
+326,743
50 51
52
53 54