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
1426
$54.3M 0.01%
1,592,820
-15,900
1427
$54.3M 0.01%
19,109,855
-1,990,199
1428
$54.3M 0.01%
2,679,284
-30,704
1429
$54.2M 0.01%
980,717
+53,798
1430
$54.2M 0.01%
2,556,921
+245,558
1431
$54.2M 0.01%
400,857
+16,730
1432
$54.2M 0.01%
11,306,007
-541,014
1433
$54.1M 0.01%
856,581
+643,410
1434
$54M 0.01%
1,552,104
-3,882,658
1435
$54M 0.01%
1,817,495
+1,053,748
1436
$53.8M 0.01%
1,921,031
+587,570
1437
$53.8M 0.01%
2,419,438
+351,551
1438
$53.6M 0.01%
1,844,444
+373,165
1439
$53.6M 0.01%
3,336,798
+1,499,694
1440
$53.5M 0.01%
1,612,034
-183,847
1441
$53.5M 0.01%
1,606,645
-112,808
1442
$53.5M 0.01%
1,871,285
-6,066,792
1443
$53.4M 0.01%
2,539,160
+10,680
1444
$53.3M 0.01%
647,559
+32,223
1445
$53.3M 0.01%
936,717
-46,854
1446
$53.2M 0.01%
1,298,160
-1,516,173
1447
$53.1M 0.01%
269,076
+116,274
1448
$53.1M 0.01%
1,610,326
+197,903
1449
$53M 0.01%
376,365
+19,673
1450
$53M 0.01%
493,741
+58,164
56 57
58
59 60