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
1326
$62.5M 0.01%
11,971,507
-10,120,230
1327
$62.5M 0.01%
1,090,322
+381,997
1328
$62.2M 0.01%
2,165,440
+988,809
1329
$62.2M 0.01%
868,816
+420,814
1330
$62.2M 0.01%
5,873,726
-150,260
1331
$62.2M 0.01%
1,123,549
-34,331
1332
$62M 0.01%
990,776
+422,916
1333
$61.9M 0.01%
2,428,025
-513,430
1334
$61.9M 0.01%
1,168,936
-277,850
1335
$61.8M 0.01%
875,581
+456,031
1336
$61.7M 0.01%
5,225,459
-323,080
1337
$61.6M 0.01%
2,242,746
+160,270
1338
$61.4M 0.01%
1,325,804
-257,826
1339
$61.4M 0.01%
5,476,371
+168,900
1340
$61.3M 0.01%
2,501,338
-664,051
1341
$61.2M 0.01%
1,103,448
+351,731
1342
$61.2M 0.01%
860,449
-88,643
1343
$61.2M 0.01%
1,256,481
+48,301
1344
$61.1M 0.01%
2,103,381
+730,054
1345
$61M 0.01%
710,679
+15,110
1346
$61M 0.01%
10,151,616
-288,207
1347
$61M 0.01%
3,088,334
+556,817
1348
$60.8M 0.01%
348,886
+162,821
1349
$60.8M 0.01%
5,335,099
+817,648
1350
$60.7M 0.01%
1,703,054
-626,354
52 53
54
55 56